At OakStreet, we recognize that no two firms are exactly alike. Before we recommend a retirement plan, we’ll take the time to get to understand know your business and your retirement objectives. We also evaluate the demographics and goals of your workforce.
With this knowledge, we’ll guide you with tailored recommendations to help you get the most out of your retirement plan’s opportunity to maximize tax savings and retirement savings.
Always active. Never passive. Our experience tells us that a ‘set it and forget it’ strategy is easy, but rarely the right answer. We meet with our clients every year to review our progress and advise on changes that help keep plans on track and on target.
Clients tell us 3 things matter most…
Trust in our recommendations and belief that we place their interests before our own
Results that drive good outcomes and translate to a secure retirement for their employees