Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement planning for business owners. Our experience and expertise make us uniquely qualified to address the financial planning needs of business owners transitioning to the next stage of life–whether that’s full retirement or a version of it. If you’re ready to start planning for your future, we can help you identify your retirement goals and design a path to get you there by giving you the investment, tax, and risk management strategies you need.