AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
[email protected]
847-945-8888
Serving Clients Nationwide
Tap to Call
Client Account Access
Form CRS
AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
MEET WITH US
Menu
Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
+
Episode 13 Of The Special Needs Voice Podcast Featuring Guest Rosemary Alfredo
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability...
Continue Reading →
+
Episode 12 Of The Special Needs Voice Podcast Featuring Guest Scott Nixon
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Scott Nixon, Executive Director of Life's Plan Inc. for over 17 years, shares his extensive...
Continue Reading →
+
Cyber Security Recommendation 2024
by
Oak Wealth Advisors Team
September 23, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Mike Walther discusses how you can safeguard your personal information by freezing your credit with...
Continue Reading →
+
The Ultimate Care Guide – The Most Important Document You Will Ever Create
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
What is the most important document you can create to help ensure that your loved...
Continue Reading →
+
Special Needs Financial Planning Tips #3
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3...
Continue Reading →
+
Preparing for a Successful School Year 2024
by
Oak Wealth Advisors Team
July 29, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
With the start of the school year right around the corner, Randi Gillespie shares her...
Continue Reading →
+
Episode 11 Of The Special Needs Voice Podcast Featuring Guest Alex Astrella
by
Oak Wealth Advisors Team
July 28, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His...
Continue Reading →
+
Episode 10 Of The Special Needs Voice Podcast Featuring Guest Pam Cusick
by
Oak Wealth Advisors Team
July 16, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to...
Continue Reading →
+
Top 10 Special Needs Planning Tips – #2 Video
by
Oak Wealth Advisors Team
July 16, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10...
Continue Reading →
+
Market Update – June 2024
by
Oak Wealth Advisors Team
July 16, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
...
Continue Reading →
+
Oak Wealth Advisors is proud to celebrate
Disability Pride Month
by
Oak Wealth Advisors Team
July 14, 2024
The Special Needs Advisory
0
Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the...
Continue Reading →
+
Market Update – May 2024
by
Oak Wealth Advisors Team
June 18, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
May was a great month in the market, listen as Mike Walther breaks down some...
Continue Reading →
+
Top 10 Special Needs Planning Tips – #1 Video
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building...
Continue Reading →
+
2024 Changes to ISM Rules
by
Oak Wealth Advisors Team
June 17, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
One of the most frustrating things for a family with a loved one with special...
Continue Reading →
+
Arc Dane County Community Awards 2024
by
Oak Wealth Advisors Team
June 17, 2024
In The Media-Articles
0
Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community...
Continue Reading →
1
2
3
4
5
6
7
8
9
10
11
12