RISING OAK Financial

Harold Lowe
President
Financial Planner
Financial Services Representative
CA Insurance License # 0E07188

 

 

 

Welcome and thank you for visiting!

My mission is to help individuals, businesses, and organizations be prepared for future opportunities while being better positioned to manage unexpected challenges.  My team and I develop financial strategies that match a client's personal and financial goals with their financial position.  Clients achieve many of those objectives through various financial products, investment services, and planning techniques that are designed to help meet their present and future needs.

My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. I believe that informed people make smarter decisions about their money.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.

I look forward to hearing from you.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

More Newsletters →