Guided Planning Solutions

Imagine if you could plug your financial destination into a GPS.

At Oakworth, we work the same way. Our Client Advisors help guide your finances toward a specific destination. Just determine where you want to go, and they will show you options and map out the journey step-by-step. Your Client Advisor will also remain on standby to help you navigate traffic jams that get in the way of keeping you on track to your financial goals.

The Planning Process

Your Client Advisor will guide you through our customized 5-step planning process that aims to put you in the best position to reach your unique financial needs, values, and dreams.

At Oakworth, we are determined to help people succeed.

Insights from Our Financial Experts

The One Big Beautiful Bill Act: What Individuals and Businesses Need to Know

August 20, 2025

For years, financial professionals have closely monitored the scheduled expiration of the Tax Cuts and Jobs Act of 2017 (TCJA),...

Everyone Needs an Estate Plan

August 16, 2025

August is recognized as National Make-A-Will Month, an annual campaign that reminds us of the importance of having a will or estate plan...

When Volatility Offers Opportunity: Understanding Tax Loss Harvesting

April 11, 2025

In a year marked by market swings and economic uncertainty, investors are looking for every edge they can get — and that includes...