Helping Business Owners in the Golf Industry Plan For Retirement
Turn your labor of love into a comfortable future.
Who I work With
I work best with business owners in the golf industry looking to retire in the next ten years. Their businesses have revenue between $500K and $10M and are located throughout the United States. They’re struggling to understand how much they need for retirement, how much their golf business is worth, and how they can retire on their terms. Their golf business types include:
- Golf Course Owners
- Professional Services
- Tourism & Travel
- Events & Planning
- Design, Build, Develop
- Facility Management
- Product & Services
I am a financial planner for business owners in the golf industry. I’ve been in the golf industry for 20 years, and a financial planner for 16 years. I hold both the CERTIFIED FINANCIAL PLANNER and Certified Exit Planner professional designations, which exemplify my commitment to helping golf industry business owners strategize the ideal departure from their business on their terms. (More About Brett - link to About page)
Why Oak Capital?
Not all financial advisors are created equal
We have a legal and ethical obligation to put your interests first and we take this responsibility very seriously.
We are compensated exclusively by the fees paid by our clients. No commissions, third-party payments or hidden fees.
Formal recognition of expertise. Only 25% of all financial advisors* in the industry can claim this distinction.
* Source: www.cfp.net, www.cerulli.com
Let the stories speak for themselves...
CASE STUDY #1: Business Owner
Jim was a seasoned entrepreneur who was aproached with an unsolicited offer to purchase his company. The acquiring company wanted Jim to stay on for 3 years…
CASE STUDY #2: Professional
David and Kelly have recently retired from rewarding careers and have lots of plans for the future. They want to ensure that their retirement plan not only enables…