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Advisory Services – GPS

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 will put you in the best position to reach your unique financial needs, values, and dreams.

At Oakworth, we help people succeed.

Insights from Our Financial Experts

2024 COLA Updates: Key Changes for Retirement, Charitable Giving and Gift Taxing

December 17, 2024

As inflation and economic conditions evolve, the IRS regularly adjusts financial thresholds for tax-advantaged accounts and tax exclusions...

Talk Money, Build Legacy: The Power of Communication in Estate Planning

November 8, 2024

Talking money can feel tacky, but there is a time and a place for it – especially with your professional wealth advisors and your family...

Everyone Needs an Estate Plan

August 26, 2024

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...