Retirement Income Analysis

With historically low interest rates, ever-present inflation, and many people in retirement for 20+ years, projecting retirement investment income has become increasingly important for meeting your retirement needs.

We believe long-term retirement planning incorporates investing for both capital appreciation and increasing cash-flow from those investments. In fact, the core of our clients’ portfolios is built on this principle, as we invest in companies that have historically rewarded shareholders by regularly increasing their dividend payments. Our analysis combines this philosophy, along with fundamental and analytical research, to determine if our pre- and post- retiree clients are on the right path to meet their retirement income needs.

Financial Advice

We invite you to begin a working relationship with Oak Asset Management
and allow our team of professionals to design, implement, and manage an
integrated investment management solution tailored to your personal needs.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (805) 778-0818
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Oak Asset Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Oak Asset Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Oak Asset Management, LLC unless a client service agreement is in place.
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