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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Three Things to Understand About The Asset Allocation In Your Portfolio

Joshua Dobi | Sep 1, 2021
Categories
Oakwood Financial Group
financial planning
financial advisor
personal finance
Finance
money
asset allocation
assets
Investments
investing
There is no one-size-fits-all when it comes to asset allocation. However, there are three key things we think you should consider.

Three Helpful Ways to Manage Student Loan Debt

Joshua Dobi | Sep 1, 2021
Categories
Oakwood Financial Group
student loan debt
college tuition
college loans
financial planning
financial advisor
personal finance
Finance
money
Savings
There are a lot of factors that you need to keep in mind when it comes to student loan debt. Here are three macro factors to keep on your radar screen.

Estate Planning Best Practices – Three Things You Must Check Now

Joshua Dobi | Jul 9, 2021
Categories
Oakwood Financial Group
financial planning
financial advisor
personal finance
estate planning
While there are many moving parts to estate planning, there are some best practices. We remind our clients of these three things you must check now when it comes to estate planning.

When Is The Best Time To Take Social Security?

Joshua Dobi | Jun 25, 2021
Categories
Oakwood Financial Group
Finance
financial planning
financial advisor
social security
personal finance
seniors
Retirement
When is the best time to take Social Security? Here are three considerations to think about.

Inflation Is On The Rise, Here Are Three Things To Remember

Joshua Dobi | Jun 25, 2021
Categories
Oakwood Financial Group
Finance
financial planning
financial advisor
inflation
economy
personal finance
The idea of inflation hasn’t been on our radar for the last dozen years or so, so we’re all suffering from sticker shock right now. So, what are some things to know about inflation? Here are three key points.

How Should You Prepare for a Possible Capital Gains Tax Increase?

Joshua Dobi | Jun 25, 2021
Categories
Oakwood Financial Group
financial planning
Finance
financial advisor
taxes
capital gains tax
money
economy
personal finance
What could a potential capital gains tax increase mean for you and your finances? Here is our three-point summary.

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Oakwood Financial Group, Inc.

790 Holiday Drive - Foster Plaza 11
Pittsburgh, PA  15220

 

North Carolina Office

20901 N. Main Street
Cornelius, NC 28031

Contact Info

P | 412-928-8801
F | 412-928-8818
E | emeinen@oakwoodfinancialgroup.com

North Carolina Office

P: (704) 987-1425
F: 704-665-5655

 
   

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Osaic Wealth Form CRS

*Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC, Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Representatives are registered to offer securities and advisory services in the following states: AZ,CA, CO, CT, FL, GA, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

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