Broker Check

3223 South Loop 289, Suite 215
Lubbock, TX 79423

Oak Wealth Management, Inc.

(806) 722-2330

 

Team

At Oak Wealth Management, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

I am Kyle Laughlin, CFP®, President of Oak Wealth Management Inc. Our mission is to provide the highest level of professional financial advisory services to our clients by helping them establish and achieve financial goals through...

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