Posts filed under: In The Media-Articles

Here’s how ABLE accounts, special needs trusts differ, and how they can work together – Key Points… There are two...
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CNBC article summarizing the importance of special needs trusts. Below is link to a recent CNBC article summarizing the importance...
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The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
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‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
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We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
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Financial firm focuses on future of those with special needs …Walther compares himself to a pilot for the families. “Ninety...
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Featured on Inside Information Written by Bob Veres Approximately ten percent of all American families in America have one or more...
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