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Tall Trees, From Little Acorns Grow. Our Mission. Goals Our Team. Patience Our Services. Your Needs

Caring

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

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Independent

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Understanding Today's Financial Environment

Welcome. We're Oakton Investment Management, a financial organization in Skokie, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Helpful Content

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Saving for College 101

Here’s a crash course on saving for college.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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