Downloadable Resources

Lockheed Martin Employees Retirees

7 Key Considerations for a Fulfilling and Confident Future

If you are someone who values careful planning, thorough analysis, and attention to detail, BentOak Capital can assist. This Lockheed Martin eBook is tailored specifically for individuals like you who appreciate the importance of delving into the finer points to create a solid foundation for the future to help meet your needs, goals, and objectives. 

Legacy plannng at BentOak Capital

Our Complimentary eBook: Guide to Legacy Planning

We wrote this guide to assist you in planning your own legacy so you can continue to contribute to society and your loved ones.

Complimentary eBook Collaboration with Dr. Sonya Lutter: Love and Money

We partnered with Sonya Lutter, Ph.D., CFP®, LMFT to bring you this amazing book! Dr.  Lutter serves as the inaugural Director of Financial Health and Wellness at Texas Tech University. She leads curriculum and continuing education opportunities in the areas of financial psychology, financial therapy, and financial behavior.