LOCAL COMMUNITY MEMBERS WITH NATIONAL REPUTATIONS
Our local firm has been offering wealth management services since 1994, spanning decades and generations. Throughout that time, we have helped many Lockheed Martin employees & retirees pursue their financial goals. We have worked with managers, directors, and C-Suite level executives and are familiar with the various investment vehicles, retirement options, and employee benefits available at Lockheed Martin. Both then and now, relationships have been at the core of what we do. Working directly with you and your family, we help orchestrate a successful retirement income strategy by coordinating pensions, salaried-savings plans, and/or employer stock in conjunction with additional resources you may have to establish a baseline retirement expectation.
Relationships have always been at the core of what we do. At our wealth management firm, you will never be “just a number,” and your advisor will never be “just a suit.” We’re local community members, but we’re also nationally recognized professionals.
Through conversations, we work to understand your needs, goals, and objectives, and then craft an individualized financial through a collaborative team approach. This comprehensive discovery and planning process enables us to then provide customized recommendations across the interrelated topics reflected below.
Investment Management
Investment Management
Total portfolio analysis (aggregation – including outside investments)
Risk tolerance assessment & portfolio stress test
401k / Retirement plan investment analysis
Net an realized appreciation analysis
Concentrated stock strategies
Stock options planning
Retirement Planning
Retirement Planning
Determining goals and objectives
Retirement needs analysis
Social Security and pension planning
Investment income planning and design
Annuity income strategies
Tax Planning
Tax Planning
Income tax Planning
Charitable trust and foundation planning
Tax-efficient investing
Tax-loss harvesting
Tax-deferred annuities
Estate Planning
Estate Planning
Estate planning document review
Third-party corporate trustee services
Trust and partnership planning
Estate and gift tax planning
Multigenerational planning
Insurance Planning and Risk Management
Insurance Planning and Risk Management
Life insurance needs analysis
Disability Insurance needs analysis
Long-term care needs analysis
Buy / Sell insurance planning
Asset care strategies
Cash Flow and Debt Management
Cash Flow and Debt Management
Net worth statements
Cash flow statements
Budgeting
Debt repayment / consolidation strategy
Creative lending strategies
BentOak Capital financial planners and investment advisors work as a team. That means you reap the benefits of collective experience and specialties. Excellent wealth management requires a comprehensive approach. We examine every angle, accounting for every opportunity and challenge so you can make the most of your wealth – whatever that means to you.
If you would like to learn more, please submit the information below, or call us at 817-550-6750 to coordinate a 15 minute introductory call. After that we will be happy to coordinate a meeting at one of our two convenient local locations in Weatherford and Fort Worth, and are available on Friday’s for convenience with Lockheed’s 4/10 schedule.
BentOak Capital Insights for Lockheed Martin Employees
What Is NUA, And Should I Think About It?
What It Means To Truly Be Diversified
Coordinating Retirement Income
Get In Touch With Us
Have a question? Want to talk?
"*" indicates required fields
