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Confidence | Experience | Tradition

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115 North Market St. Waverly
Waverly, OH 45690
  • Phone:
    (740) 947-8110
  • Fax:
    (740) 941-3203
  • E-mail address: daniel.robinson@lpl.com
  • E-mail address: edward.roberts@lpl.com
  • E-mail address: matthew.crace@lpl.com
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  • 57% of U.S. workers have saved less than $25,000 for retirement.* -- *2015 Retirement Confidence Survey, EBRI
  • Only 48% of Americans know how much money to save for retirement.* -- *2015 Retirement Confidence Survey EBRI
  • 50% of retirees left the workforce earlier than planned.* -- *2015 Retirement Confidence Survey EBRI

Confidence | Experience | Tradition

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Confidence | Experience | Tradition

 

 

 

 

 

Welcome to OakBridge Financial Partners website. Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind:

  • Financial planning
  • Retirement Planning
  • Investments
  • Insurance
  • Tax Planning

 

 

Newsletters

  • Be Aware of Observation Care

    Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.

  • SRI Investing: Not Just for Stocks

    Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

  • Making Sense of Bond Behavior

    Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

  • Reward Workers and Fund Retirement with a Cash Balance Plan

    Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

More Calculators »

Contact Us

115 North Market St. Waverly
Waverly, OH 45690
  • Phone:
    (740) 947-8110
  • Fax:
    (740) 941-3203
  • E-mail address: daniel.robinson@lpl.com
  • E-mail address: edward.roberts@lpl.com
  • E-mail address: matthew.crace@lpl.com

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,727.54 +0.03%
Dow Jones Transportation 10,197.39 -1.50%
Dow Jones Utilities 827.39 +0.13%
Nasdaq 100 7,723.02 -0.07%
NYSE Composite 13,019.97 -0.21%
AMEX Composite 2,566.32 +0.01%
PHLX Semiconductor Index 1,412.08 +0.11%
OSX Oil Service Sector Index 77.61 -2.11%
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Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA & SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Homeland Credit Union deposits and are not NCUA insured.  These products are not obligations of the Homeland Credit Union and are not endorsed, recommended or guaranteed by Homeland Credit Union or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, FL, HI, IN, KS, KY, MI, MS, NC, OH, SC, TN, TX, VA, WI, WV.

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