LIFE INSURANCE
  • WHOLE LIFE
  • TERM LIFE

  HEALTH INSURANCE

  • INDIVIDUAL HEALTH
  • GROUP HEALTH
  • LONG TERM CARE
  • DENTAL
  • VISION
  • FLEXIBLE SPENDING ACCOUNT

  RETIREMENT PLANNING


  TAX PLANNING

  • COMPREHENSIVE TAX PLANNING
  • INDIVIDUAL AND BUSINESS TAX PREPARATION
  • ELECTRONIC TAX FILING
  • IRS AUTHORISED E-FILER

  BUSINESS SERVICES

  • BUSINESS PLANNING
  • GROUP INSURANCE : LIFE, DISABILITY, MEDICAL, HEALTH, ETC.
  • QUALIFIED PLANS: PENSIONS, PROFIT SHARING, 401K

  BOOKKEEPING

  • PAYROLL
  • ALL GOVERNMENT REPORTING FORMS

  EDUCATION PLANNING



  ESTATE PLANNING



OAK FINANCIAL SERVICES
12329 FONDREN
HOUSTON, TX  77035
Ph: 713-726-9668
Fax: 713-729-3585

OAKFINANCIAL@PRODIGY.NET