Lubbock, Texas – The Hub City. Some call it the biggest small town in Texas as it exudes a warm and inviting culture with its friendly community, abundant sunshine, and picturesque landscapes. This all making it a great place for folks of all walks of life to call home.
Financial planning and BentOak Capital find a natural home in Lubbock due to its thriving economy. Lubbock is bolstered by a diverse range of industries, including agriculture, healthcare, education, and energy. All this creating ample opportunities for families, individuals, and businesses to secure their financial future and thrive in this dynamic environment.
How do you transform your retirement savings into retirement income? When is the right time to begin your TRS Pension or start drawing from your ORP? How do you pull additional income in retirement from your other investment accounts in the most tax-efficient manner possible? Do you have the proper plans in place to ensure your loved ones are taken cared for?
We believe retirement should be a happy period of financial freedom, not a time of financial stress. That’s why our team goes the extra mile to help educators enjoy their retirement after a career of going the extra mile for their students.
Farm & Ranch
Farm & Ranch
What is the best application of windfalls generated through land sales? What insurance options do you have in place to protect your farm or ranch assets? Protecting things like crops, livestock, and equipment from unforeseen events or natural disasters. What estate planning strategies do you have in place to protect and pass your property when and how you want to?
At BentOak Capital, while we have a broad experience working with clients and families in the farm and ranch industry for many years, we also specialize in serving small and mid-size businesses commonly found in the Texas High Plains.
What is the best way to maximize the income generated from your mineral rights and natural resources while also ensuring sustainable and responsible management? How should you structure a multi-generational family business and what estate planning considerations should you keep in mind? What are the tax implications and strategies associated with the ownership and sale of these assets?
The BentOak Capital team has a wealth of experience working with various natural resources. At our Lubbock office, we collaboratively work with attorneys, accountants, and landmen to provide answers and recommendations to all of these questions and other financial planning needs.