Broker Check

3223 South Loop 289, Suite 215
Lubbock, TX 79423

Oak Wealth Management, Inc.

(806) 722-2330

 

Products & Services

Full Service Brokerage and Insurance

  • Stocks
  • Bonds
  • Mutual Funds
  • ETF’s (Exchange Traded Funds)
  • Annuities (Variable, Indexed & Fixed)
  • Insurance (Life, Long Term Care & Disability)
  • Retirement Plans (IRA, SEP, Roth, 401(k), 403(b) and SIMPLE IRA)

Financial Planning Services

  • Asset/Wealth Management
  • Retirement Planning
  • Insurance Planning
  • Estate Planning
  • Education Planning
  • Comprehensive Financial Planning
  • Segmented Financial Planning