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January 28, 2012 @ 04:13 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Oak Capital Management, LLC

Working Together, Building a Future...

Welcome to my Web site!

As a financial professional with Oak Capital Management, LLC, my team and I are dedicated to helping individuals and businesses build their financial futures. We work hard to ensure that our clients receive the highest level of personalized service in the development of a plan that will help them achieve their financial goals.

 Upon completing the Life Underwriting Training Council (LUTC) courses, I recognized a passion for working with businesses, both small and large, to develop tax-efficient business continuation strategies. My partners and I work hand-in-hand with business owners to protect current assets and position their businesses for future growth.

In addition to my work with local businesses, I am a member of AXA’s Retirement Benefits Group that serves non-profit organization employees. One of my focuses is helping teachers, administrators and staff members effectively plan for their retirement.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and services.

My goal? I offer financial leadership, personalized service and strategies that accomplish your goals. 

Thanks for visiting!

Proud to be born in, raised, and calling Summerville home.
 

 

Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Contact Info

Phone: 843-849-7878, xt 17

maxwell.boyd @oakcapitalmgt.com

Local Office | Branch Office