Oak Point Financial Partners

07/13/2026

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?
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07/10/2026

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.

How to invest in “the best of the rest.”

07/08/2026

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

07/06/2026

Today's mission: finding the wildest networking event in town. The conversation was a little one-sided, but I think I fit right in with this flock. 🐓

Stay tuned... you never know where Flat Chris will show up next!

07/04/2026

There’s something special about the Fourth of July.

The smell of food on the grill. Fireworks lighting up the summer sky.

It’s a day that feels a lot like home—a time to slow down, gather with family and friends, and appreciate the simple moments that bring us together.

06/28/2026

Insurance is one of those things you don’t think about every day—but it plays an important role in many financial plans.

On National Insurance Day, it’s a good reminder to take a fresh look at what you have in place. As life changes, your coverage needs can change too.

Whether it’s protecting your income, your family or your assets, having the right pieces in place can help support your broader financial goals.

When was the last time you reviewed your coverage?
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06/25/2026

When you’re balancing financial priorities, it’s not always about doing just one thing—it’s about understanding what may help you stay flexible.

For some, building a cash reserve before accelerating low-interest debt payments can provide a cushion for the unexpected. Having savings set aside may help cover unplanned expenses and reduce the need to rely on higher-interest options later.

Every situation is different, but having a plan that considers both protection and progress can make a meaningful difference over time.
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06/23/2026

You may have heard of Flat Stanley, but have you heard of Cutout Chris? He made his debut at the RubberDucks game, and our clients got in on the fun. Where should Cutout Chris explore next?

06/23/2026

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the signals that matter most right now.

Read our 2026 housing outlook.

06/21/2026

Some of the best lessons don’t come from a classroom—they come from watching Dad.

How he handled challenges. How he showed up, day after day. How he made decisions, even when they weren’t easy.

Those moments shape more than we realize.

This Father’s Day, here’s to the dads who lead by example, support without hesitation and leave a lasting impact in ways both big and small.