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https://oakharvestfg.com/appointment/?utm_source=youtube&utm_medium=video&utm_campaign=average_family_financial_assets_usa
Excluding Real Estate, What Are the Average Financial Assets by Household in the USA by Age?
Knowing where you stand is sometimes a wake-up call. Talking about what you have has always been a taboo subject. Knowing how much the average family has helps you compare your situation — and might even help you focus your efforts in the right direction.
This is part of a series of videos that Troy Sharpe, CFP®, is putting together with his team. They’re taking information from the Federal Reserve website from several different financial categories and putting them together in a simple format so that you can see where you stack up.
WHY OAK HARVEST:
1) Core Values:
– Do unto others as you would have them do unto you
– Be of service
– Be transparent and honest in all dealings
– Always place the client’s interests ahead of our own
– Place our core values and principles above profits
– Provide value beyond expectations
– Operate independently and passionately
– Give back to the community with both dollars and time
– The Oak Harvest Principles and Process
– Our principles are our values put into practice.
2) Principles Integrated Into Our Processes:
We then apply our principles to the processes that make up the operations of the company. This is how we focus our efforts to take your vision for retirement and bring it to life through a caring, thoughtful and professional experience.
The union of values, principles and processes is part of our goal of aiming to provide a seamless and consistent approach for you from the very first time we communicate with you, to the time you come aboard as a client, to our on-going relationship throughout your retirement.
Principle #1 – Each client and prospective client is treated with equal dignity, respect, and attention.
Principle #2 – From beginning to end, we always try to understand you and be here for you no matter what.
Principle #3 – Everything we do is as a team. We are all-for-one and all-for-you.
Principle #4 – Our job is to protect your wealth. We do this in a structured framework that is process-driven.
Principle #5 – We work smart, hard, and with precision and passion for bettering the lives of our clients.
Principle #6 – We give back to the community to assist and encourage others to learn, grow and achieve.
We believe that giving back helps not only helps those around us and the community to grow and thrive, but also helps us to grow and thrive as individuals.
When we combine your vision with the experience and skillsets of the people at Oak Harvest, guided by our values and principles, inside a structured process that includes the Oak Harvest Path, our Planning Approach, a Customized Retirement Plan, the Core4 and Second Mile Service we believe the results are a superior client experience and a better retirement for you.
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Visit the Oak Harvest Financial Group website for more information: https://www.OakHarvestFG.com/
#buildingwealth #retirementplanning #retirementincome