Social Security Strategies
The right Social Security strategy can mean greater income, more flexibility, and lasting financial security. We’re here to guide you through a personalized, well-timed approach that helps to support the life you’ve built and the future you envision.
Retirement Income Planning
Our retirement and wealth management strategies seek to turn lifetime savings into a tax-smart income stream by managing withdrawals, timing Roth conversions, and navigating taxes, so you enjoy retirement with greater confidence.
Life Transitions
We help you design a meaningful, intentional, and tax-smart legacy and wealth management plan that honors your values and helps what you’ve built live on with purpose.
Investment Management
Our investment management approach is designed to align your portfolio with your broader retirement and wealth strategy. By balancing risk, managing allocation, and adapting to changing markets, we help position your investments to support long-term needs.
Integrated Retirement Stratagies:
Set the direction for a secure retirement.
We start with Social Security, then build a retirement plan around it, helping to integrate important factors like investment allocation, tax mitigation strategies, and risk management.
Ongoing Support and Guidance:
Guiding your game plan.
A fiduciary asset manager, Lauren DeGroot is president of Oakstead Wealth Management. Her career began as a professional basketball player, where she learned the right guidance and game plan can help put your goals within reach.