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    Estate Planning

    Private Wealth Management or Financial Planning: Which Is Right for You?
    Leaving a Legacy
    20 May 2022
    ·
    Planning with Purpose So far this year, our 2022 theme of Planning with Purpose, has covered topics like how to get your financial life organized and why it's important that you think about the...
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    Private Wealth Management or Financial Planning: Which Is Right for You?
    Legacy Planning vs. Estate Planning
    09 Nov 2021
    ·
    Legacy planning and estate planning are two of the most frequently heard terms in conversations about comprehensive financial planning. However, the general public often confuses the two with each...
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    • Weatherford

      ADDRESS

      201 Fort Worth Hwy
      Weatherford, TX 76086

      PHONE

      817-550-6750

    • Fort Worth

      ADDRESS

      5000 Overton Plaza Suite 110
      Fort Worth, TX 76109

      PHONE

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    • Lubbock

      ADDRESS

      611 University Ave. Suite 220
      Lubbock, TX 79401

      PHONE

      806-771-1977

    About
    With financial advisors specializing in retirement planning, estate planning, tax planning, and general wealth management, BentOak Capital has the collaborative resources to address your individual needs.

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