Brent Murff - Investment Advisor Representative with Oak Road Wealth

05/15/2021

Hey Real Estate Agents, You Need Your Own Retirement Plan!
•
Read our latest blog post to learn more about how we can help you with your own retirement plan: https://www.oakroadwealth.com/hey-real-estate-agents-you-need-your-own-retirement-plan/

05/06/2021

There are (very) few truly independent firms out there that practice the fiduciary standard. Schedule a visit with us so we can help you plan for your future with confidence!
•
Read our latest blog post to learn more about what sets us apart, and what it means to be a fiduciary: https://www.oakroadwealth.com/1351-2/

05/06/2021

05/03/2021

Retain and attract employees with an efficient and cost-effective 401k plan!
Read our latest blog post to learn more about the importance of a competitive plan. Link below⬇️
•
How Oak Road Wealth Management Helps you Benchmark your 401k Plan:

1) We’ll help you find out what your plan REALLY costs. Based on the result, we can help you figure out if your plan’s pricing is competitive or if there’s a way to save money.

2) We’ll talk to you about how we can help you deliver a better service experience to your employees. Most 401k plan participants have no idea that they have an advisor, don’t know who are or how to contact them.

3) If you decide to hire us as your plan’s advisor, we’ll build your company a micro-site where employees can get access to their advisor and even schedule 1-on-1 meetings with them. What a novel concept!

Visit the following link to check out our latest blog post about Benchmarking your 401k: https://www.oakroadwealth.com/your-401k-plan-might-cost-way-more-than-you-think/

Give us a call or book an appointment with us through our website to learn more!

04/12/2021

03/09/2021

Check out this article by the Lee's Summit Economic Development Council about our firm Oak Road Wealth Management and the founder Dan Shepard. I'm am so proud to be a part of this organization and to work closely with Dan on a daily basis as we help our clients on their road to financial success!

Dan Shepard always knew he wanted to own his own business. Learn more about how his company, Oak Road Wealth Management, helps people realize their retirement goals.

https://www.leessummit.org/investor-highlight-oak-road-wealth-management/

02/17/2021

Only those with healthy risk appetites and a robust capacity to absorb losses should consider investing in cryptocurrencies such as bitcoin.

01/31/2021

Emotion often gets in the way of rational decision-making when it comes to investing. We can help you build a financial plan and manage your investments objectively. Your financial plan will demonstrate the behaviors necessary to achieve your goals and will give you the confidence that you can achieve them.

01/25/2021

01/05/2021

We're helping 100 companies start a retirement plan in 2021! Starting a retirement plan may be easier and more economical than you think. Call us and we'll help you get started! Already have a retirement plan? We can help you review your current plan to make sure it is running efficiently and that your employees are on-pace for retirement.