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May 24, 2012 @ 11:42 AM

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Oak Capital Management, LLC

William J. Milton, Jr., MBA, CFP®

As a CERTIFIED FINANCIAL PLANNER™, I am dedicated to helping individuals, businesses and organizations build their financial futures.

I have been in the financial services industry for over ten years and I truly get satisfaction out of helping individuals, businesses and organizations reach their financial goals.

Education:

I received the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. I received my MBA from Georgia Southern University in Statesboro, Georgia. I have a Bachelor of Science degree from Morehouse College in Atlanta, Georgia. In addition, I regularly take continuing education courses to keep up with any changes in the financial services industry, which allows me to better serve my clients and the community.

Family:

I am married to Dominique Milton and we have three children; Gabrielle, William III and Dahnielle.

Interests:

I enjoy reading, listening to a variety of different music, playing sports, working in the community and spending quality time with my family.

 

CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.           

Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Contact Info

Phone: Office 843-849-7878 ext. 15 Cell 843-693-0962

william.milton @oakcapitalmgt.com

Local Office | Branch Office


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