Oak Harvest Financial Group

Oak Harvest is an independent financial services firm helping individuals create investment strategies and financial plans using a variety of investment and insurance products.

Investment Advisory services are provided through Oak Harvest Investment Services, LLC a Registered Investment Adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services, LLC and Oak Harvest Insurance Services, LLC are not affiliated with the U.S. government or any governmental agency. Oak Harvest Investment Services (OHIS) is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where OHIS and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by OHIS unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. Any such ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Oak Harvest Financial Group specialized focus is retirement planning. To competently and effectively plan for a family’s retirement requires a tremendous amount of skill, hard work, talent and resources. Much of this can only be acquired through experience, education and a commitment to excellence. The financial decisions you make will help determine the rest of your life. Working everyday on nothing except strategic planning for families in retirement gives us a unique perspective on how to answer your questions and provide solutions.

Operating as usual

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08.10.2020 - Market Update - Oak Harvest Financial Group

08.10.2020 - Market Update

oakharvestfg.com Equity markets rose last week, as the economic recovery continues against the almost non-stop drone on TV of dire warnings and outcomes. Earnings results beat low expectations. Yes, that still counts. On the earnings front, more than 80% have topped Q2 expectations. What is hot? On-line video games,...

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2020 2nd Half Outlook: Part One

podbean.com Join Chris Perras for a special Stock Talk, covering the first part of Oak Harvest's 2nd Half Outlook for 2020!

Be confident about YOUR retirement #Financialnumber #oakharvest #retirementplanning

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What is a LIRP Life Insurance Retirement Plan

Check out our latest YouTube Video: What is a LIRP Life Insurance Retirement Plan

A LIRP is a Life Insurance Retirement Plan, and although this is not for everyone, listen to Troy Sharpe, CFP®, as he explains what a LIRP is and whether or ...

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8/3/2020 - Market Update - Oak Harvest Financial Group

8/3/2020 - Market Update

oakharvestfg.com The U.S. equity market was slightly positive this week as companies continued to report second quarter earnings. 40% of the S&P 500 reported quarterly results with beat rates strong. Thursday night saw a historic flood of positive reports by technology leaders Facebook, Amazon, and Apple. Electronic...

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Corona Virus Market Update - 7-31-2020

Check out our latest YouTube Video: Corona Virus Market Update - 7-31-2020

Disclosure: This content is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personal...

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Kodak Moment: Smile and Say "Technology"!

podbean.com Join Chris Perras for the 7/31/2020 edition of Stock Talk!

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How Much Money Can You Earn Before The Government Reduces Your Social Security Benefits

Check out our latest YouTube Video: How Much Money Can You Earn Before The Government Reduces Your Social Security Benefits

Troy Sharpe, CFP®, talks about Social Security Earnings Limits and what you need to be aware of when you reach retirement age and decide to start taking Soci...

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07.27.2020 - Market Update - Oak Harvest Financial Group

07.27.2020 - Market Update

oakharvestfg.com By Chris Perras. Equity markets ended the week mostly lower amid a combination of rising US/China tensions, high COVID virus trends, and a stall in further U.S. fiscal stimulus measures. The S&P 500 fell 0.3% from last Friday’s close with the largest drags coming from the second half of the week s...

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Summer Stall, Stocks, and the Economy

podbean.com Join Chris Perras for the 7/24/2020 edition of Stock Talk!

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Retirement360 - Step 5 - Legacy Planning

Check out our latest YouTube Video: Retirement360 - Step 5 - Legacy Planning

Step 5 of the Oak Harvest Financial Group's approach to Retirement 360 - Legacy Planning. This is step completes and makes whole your financial plan. After y...

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07.20.2020 - Market Update - Oak Harvest Financial Group

07.20.2020 - Market Update

oakharvestfg.com The S&P 500 cash index closed last week at 3225, up 1.25% on the week, which was an option expiration week. The S&P price return is now almost flat on the year on a price basis (-.2%), up about +1% year to date including dividends, and up +10.2% year to year (off an easy comp). …

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A Recap and a Teaser

podbean.com Join James McFarland for the 7/17/2020 edition of Stock Talk!

Oak Harvest Financial Group provides solutions for your retirement #OakHarvest #retirementsolutions

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Retirement360 - Step 4 - Healthcare and Long Term Care Planning

Check out our latest YouTube Video: Retirement360 - Step 4 - Healthcare and Long Term Care Planning

Step 4 of the Oak Harvest Financial Group's approach to Retirement 360 - Healthcare and Long Term Care Planning. Most of us that healthy don't realize that t...

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07.13.2020 - Weekly Market Update - Oak Harvest Financial Group

07.13.2020 - Weekly Market Update

oakharvestfg.com The S&P500 cash index closed the week at 3180, up almost 1.8% on the week (and now down about 1.5% YTD), as the “summer rally” that 99% of financial commentators on TV have missed since Friday June 26th when many were preaching lower targets, continues. Those calling for “trading ranges” and...

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Market Volatility: Did You Know?

podbean.com Join Chris Perras for the 7/10/2020 edition of Stock Talk!

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Income for Life

Check out our latest YouTube Video: Income for Life

When you are planning for retirement, where and when and how long your income will last while you are retired is an important factor to think about. Troy Sha...

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07.06.2020 - Market Update - Oak Harvest Financial Group

07.06.2020 - Market Update

oakharvestfg.com By Chris Perras. The S&P500 cash index closed the week at 3130, up almost 4% (and down 3% YTD), from the Friday May 26th close which marks the timing for the normal summer rally. Don’t tell the naysayers of a recovery in the economy and stocks but, in addition to the Nasdaq finishing at a…

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"V" is for V Bottom...not Virus!

podbean.com Join Chris Perras for the 7/2/2020 edition of Stock Talk

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Retirement360 - Step 3 - Tax Planning

Check out our latest YouTube Video: Retirement360 - Step 3 - Tax Planning

Step 3 of the Oak Harvest Financial Group's approach to Retirement 360 - Tax Planning. Troy Sharpe, CFP®, talks about Tax planning and what you need to know ...

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06.29.2020 - Market Update - Oak Harvest Financial Group

06.29.2020 - Market Update

oakharvestfg.com By Chris Perras. The S&P500 cash index closed the week at 3010, down about -2.9% on the week with all that coming on Friday, which was both option expiration and quarterly index rebalancing. Banks and energy were the biggest drags with the yield curve flattening. Short term traders sold cyclical sto...

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Politically Incorrect: Your Health and Stocks

podbean.com Join Chris Perras for the 6/26/2020 edition of Stock Talk!

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Retirement360 - Step 2 - Income Planning

Check out our latest YouTube Video: Retirement360 - Step 2 - Income Planning

Step 2 of the Oak Harvest Financial Group's approach to Retirement 360 - Income Planning. Troy Sharpe, CFP®, talks about income planning and what you need to...

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Retirement360 Step 2 Income Planning

Check out our latest YouTube Video: Retirement360 Step 2 Income Planning

Step 2 of the Oak Harvest Financial Group's approach to Retirement 360 - Income Planning. Troy Sharpe, CFP®, talks about income planning and what you need to...

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06.22.2020 - Market Update - Oak Harvest Financial Group

06.22.2020 - Market Update

oakharvestfg.com The S&P 500 closed the week at about 3095. Tech and health care were the leaders, while losses in consumer discretionary, energy and financials held the broader index back. A spike in global coronavirus cases weighed on global equity markets earlier last week, however the S&P500 still rose 1.7% by t...

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Second Half Surge

podbean.com Join Chris Perras for the 6/19/2020 edition of Stock Talk!

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Retirement 360: Step 1 - Investment Planning

Check out our latest YouTube Video: Retirement 360: Step 1 - Investment Planning

Step 1 of the Oak Harvest Financial Group's approach to Retirement 360 - Investment Planning. Troy Sharpe, CFP®, talks about investment planning and along wi...

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Retirement 360: Step 1 - Investment Planning

Check out our latest YouTube Video: Retirement 360: Step 1 - Investment Planning

Step 1 of the Oak Harvest Financial Group's approach to Retirement 360 - Investment Planning. Troy Sharpe, CFP®, talks about investment planning and along wi...

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06.15.2020 - This is What Early Bull Market "Dips" Look Like - Oak Harvest Financial Group

06.15.2020 - This is What Early Bull Market "Dips" Look Like

oakharvestfg.com By Chris Perras. The S&P500 index closed the week at 3025 with even the Nasdaq pulling back from last Wednesday’s closing record of above 10,000 to end the week -2.3% lower. The S&P 500 closed the week down 4.8% including Thursdays down 6% one day dump. Fears of a second wave of the virus finally....

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the Robin Hood Rout...Not!

podbean.com Join Chris Perras for the 6/12/2020 edition of Stock Talk!

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Retirement 360: Introduction

Check out our latest YouTube Video: Retirement 360: Introduction

What does Retirement360 encompass and how can it help you prepare for Your Retirement. Troy Sharpe, CFP®, introduces us to the Retirement360 approach in help...

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The Psychology of Retirement with Dr. Lindsey Mitchell

Check out our latest YouTube Video: The Psychology of Retirement with Dr. Lindsey Mitchell

In this episode, Troy Sharpe, CFP®, interviews Dr. Lindsey Mitchell as they talk about the psychology of retirement. What to expect when going into retiremen...

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06.08.2020 - 8 Weeks Later: No Depression - Oak Harvest Financial Group

06.08.2020 - 8 Weeks Later: No Depression

oakharvestfg.com By Chris Perras. Buoyed by strong weekend money flows into index funds and ETFs, a surprise ECB bond buying program announcement, hedge fund and risk parity mid-week fear of missing out (FOMO), and finally a strong Friday jobs report, (much to the continued dismay on financial TV shows), the S&P 500...

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06.05.2020 - Booster Rockets...Not SpaceX!

podbean.com Join Chris Perras for the 6/5/2020 edition of Stock Talk!

Our Story

Oak Harvest Financial Group provides Financial Planning, Investment Management, Tax Consultants, & Retirement Planning to the Houston, TX area.

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Oak Harvest Financial Group provides solutions for your retirement #OakHarvest #retirementsolutions
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Location

Telephone

Address


920 Memorial City Way Suite 150
Houston, TX
77024

Opening Hours

Monday 08:00 - 18:00
Tuesday 08:00 - 18:00
Wednesday 08:00 - 18:00
Thursday 08:00 - 18:00
Friday 08:00 - 18:00
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