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

More Calculators →

Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

More Newsletters →