Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.
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Oak Wealth Advisors, LLC 836 Skokie Boulevard Northbrook, IL 60062
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless act. While it does make purchasing items easier, it comes...
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow professionals with their planning. If you have any questions about...
Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are in place, records need to be maintained. It is common...
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for Individuals Challenges and Realities Outcomes and Quality of Life One...
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability. Read why it is a mistake to not have these...
Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life skills planning, remaining proactive with their planning needs is an...
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those of Special Needs, failing to communicate your intentions to your...
As we approach the end of the third quarter, we want to update you on our views about the markets and the positioning of investments in your portfolio. YES –...
While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As of November 1, 2019, any prescription, referral, or order for...
When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live interdependently in safe houses in our desired neighborhoods, feel integrated...
Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people think that their will dictates where all of their assets...
Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for...
Watch The Complete Video Below…
A town hall Video discussion covering the most challenging issues facing families with loved ones with disabilities....
