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Oak Hill Prosperity

Wealth management firm that takes a comprehensive approach to delivering financial plans for our clients collaborating with their entire advisory team.

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Mighty Oaks Grow From Little Acorns

We help families turn their goals into reality using wealth-building strategies while permanently reducing their taxes over their lifetime.

Our Service is to Provide Advice to People...

… who would enjoy more income in their retirement years than provided by a typical stock and bond portfolio.

… who want to understand the best way to financially prepare for their child’s education.

… who want to understand the volatility and risk of investing in Wall Street stocks/bonds and would sleep better by diversifying into income-producing assets.

… who feel vulnerable giving control of their investments to the government via government savings plans (IRA / 401(k) / 403(b) / 529 / etc.).

… who are tired of paying assets-under-management (AUM) fees.

Who We Serve:

We help corporate employees who are using a 401(k) as their primary way of saving for retirement.

We help teachers who are using a 403(b) as their primary way of saving for retirement.

We help parents who are considering whether a 529(b) is the best way to save for upcoming college costs.

We help small and mid-size business owners who are using an IRA(s) as their primary way of saving for retirement.

Start a conversation to learn more.

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Oak Hill Wealth Management

Phone

(847) 220-4727

Email

[email protected]

 
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