Oakeson Steiner Wealth & Retirement opened its doors in Hastings in 1994 and we pride ourselves on providing solutions not selling products.
Our team of advisors varies in age, focus area and perspective ensuring that you get a customized solution to fit your individual needs and a plan that aligns with your goals for the future.
The size of our team has grown over the years to ensure that you always have someone to answer your questions and service your accounts. The incorporation of technology helps us to provide you with the online/mobile access and the minute to minute updates on your accounts you desire.
We have invested in the community of Hastings and developed relationships with many leading employers and business professionals throughout the years.
We are your neighbors and friends and we are invested in your future.
We have always been at the forefront in creating better solutions for our clients which have included efficient investment solutions, creative financial planning tools and controlling the costs associated with financial services. This has been the goal of the organization since 1994 when Doug Oakeson and Jack Steiner teamed up.
Doug & Jack were ahead of the curve when they brought a wealth management practice with a benefits/retirement planning group together. They were finding a better way to service their clients with integrated financial management. As Oakeson Steiner continued to grow, they consistently found better ways to service clients.
Today we continue to build on the solid foundation set by our founding partners.
John “Jack” Steiner
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.