Oak Point Financial Partners

August is National Wellness Month.

When people think about wellness, physical and mental health often come to mind. But wellness can also include feeling organized, prepared, and intentional. Here is to wellness in all areas of your life.

Home Days is right around the corner!

It's one of those summer traditions that brings neighbors, friends, and families together to celebrate what makes Independence such a special place to call home.

Who is looking forward to Home Days this year?

Home Days The following streets will be closed during the Home Days Parade, Saturday, August 8 from 11:30 AM - 1 PM: Selig Drive, W Pete Wisnieski Pkwy, Elmwood Avenue, W Public Square, and Wood Avenue (South of Sunset Avenue).

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

Wondering what it's like to work with a financial advisor?

Getting started doesn't have to be complicated. The first step is simply having a conversation about your goals, priorities, and what you'd like to accomplish.

We've outlined our process so you can better understand what to expect and how we work with clients.

Learn more about getting started here:
https://bit.ly/4wmswPm

It's National Grilling Month, and there's still plenty of summer left to fire up the grill.

Whether you're perfecting your burger recipe, grilling fresh vegetables, or gathering with family and friends in the backyard, this is a great time to enjoy one of summer's favorite traditions.

What's your go-to item on the grill?

Today is World Listening Day, and it turns out bees have something to teach us about the power of listening.

Bees communicate through movement, vibration, and subtle signals within the hive. Every bee plays a role, and the colony depends on paying attention to those cues to work together effectively.

Please join us in celebrating Sharon's one-year work anniversary!

Over the past year, Sharon has been a valued part of our team, bringing dedication, positivity, and a commitment to helping things run smoothly each day.

We are grateful for her contributions and the impact she has made in her first year with us. Congratulations, Sharon, on this milestone, and thank you for all you do!

Happy anniversary, Sharon!

One of the first questions to consider isn't just what kind of business you want to build—it's how that business fits into your long-term goals and plans.

The business structure you choose can affect everything from taxes to operations. Whether it's a sole proprietorship, partnership, LLC, S corporation, or C corporation, each comes with different considerations and responsibilities.

Understanding your options early can help you make informed decisions as you build your business and plan for the future.

Have you thought about which business structure might align with your goals?
https://bit.ly/4pl1QvI

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

3 strategies for picking stocks beyond the Mag 7 How to invest in “the best of the rest.”

What does a fulfilling retirement look like to you?
https://bit.ly/4yco6f6