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8</noscript><meta name="description" content="Investing in a planned manner is important for your financial security. We provide comprehensive investment planning services for your retirement." />
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19    <title>Investment Planning | Oakwell Private Wealth Management TX</title>
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321        padding-top: 0.5rem;
322        padding-bottom: 0.5rem;
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333    display: flex;
334    align-items: center;
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336.navbar-menu-block div.full-height {
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395    background: transparent;
396    /* color: #000; */
397    color: #FFFFFF;
398}
399.menu-item.is-dropdown-submenu-item > a {
400    text-transform: none;
401}
402.dropdown.menu > li > a[title="client-login"] {
403    border: 2px solid;
404    padding: 0.5rem 1rem;
405}
406
407/* Schedule a Call */
408@media screen and (min-width: 64em) {
409    section[class*="website-navigation"][class*="block--system-menu-block"] ul.dropdown.menu > li.menu-item > a[href="/schedule-call"] {
410        color: #FFFFFF;
411        border: 2px solid var(--secondary-color);
412        background: var(--secondary-color);
413        letter-spacing: 1px;
414        margin-left: 1rem;
415        line-height: 1;
416    }
417    section[class*="website-navigation"][class*="block--system-menu-block"] ul.dropdown.menu > li.menu-item > a[href="/schedule-call"]:hover {
418        color: var(--secondary-color) !important;
419        background: transparent !important;
420    }
421}
422
423
424/* **********************************
425- - - - - - - BANNERS - - - - - - -
426********************************** */
427
428/* Front Video Banner */
429/* .video-slider:before {
430    content: "";
431    display: block;
432    height: 100%;
433    width: 100%;
434    position: absolute;
435    top: 0;
436    left: 0;
437    background: rgba(255, 255, 255, 0.32);
438} */
439.video-slider video {
440    height: 88vh;
441    width: 100%;
442    object-fit: cover;
443}
444.video-slider__caption h1 {
445    margin: 0 0 1rem;
446}
447.video-slider__caption h1 span {
448    color: #44A454;
449}
450@media screen and (min-width: 36.125em) {
451    .video-slider__caption {
452        width: 545.3px;
453    }
454    .video-slider__caption h1 span {
455        display: block;
456    }
457}
458@media screen and (min-width: 64em) {
459    .video-slider__caption {
460        left: 32%;
461    }
462}
463@media screen and (max-width: 36.063em) {
464    .video-slider__caption {
465        width: 100%;
466        padding-left: 1rem;
467        padding-right: 1rem;
468    }
469}
470
471/* Custom Banner */
472@media screen and (max-width: 39.9375em) {
473    #block-customhomebannermid .orbit__image img,
474    #block-customhomebannermid .orbit__container {
475        height: 250px!important;
476    }
477}
478
479/* Inside Banner */
480.not-front .view-mode-slider:before {
481    background: rgba(0, 0, 0, 0.5);
482    top: 0;
483    bottom: 0;
484    left: 0;
485    right: 0;
486    display: block;
487    content: '';
488    position: absolute;
489    width: 100%;
490}
491.not-front .block-type--banner .orbit__image {
492  position: relative;
493}
494.not-front .block-type--banner .orbit__image:before,
495.not-front .aw-ascend .view-mode-slider:before {
496    position: absolute;
497    top: 0;
498    z-index: 9;
499    width: 100%;
500    height: 100%;
501    /* background: rgba(0, 71, 45, 0.72); */
502    background: rgba(68, 164, 84, 0.72);
503    transform: skew(150deg);
504    left: 50%;
505    padding-right: 40px;
506}
507.not-front .block-content--banner .orbit .orbit__caption,
508div.page-top__static-caption {
509    width: 40%;
510    max-width: 50%;
511    padding: 1.5rem;
512    left: 75%;
513    z-index: 10;
514}
515.not-front .block-type--banner,
516.page-top-image-slider {
517    margin-bottom: 3rem;
518}
519.page-top__static-caption p {
520    font-weight: 500;
521}
522[class*="page--node-type--blog"] section.block-type--slider .page-top-image-slider ul.orbit__container li.orbit__slide:before {
523    background: rgba(0, 71, 45, 0.48);
524    transform: none;
525    left: 0;
526}
527[class*="page--node-type--blog"] section.block-type--slider .page-top-image-slider .page-top__static-caption {
528    max-width: 85.714rem;
529    width: 100%;
530    left: 50%;
531}
532.page-top-image-slider--static-caption .orbit__image img {
533    max-height: 300px;
534    height: 300px;
535}
536.page-top-image-slider .orbit__container {
537  height: 300px!important;
538}
539@media screen and (max-width: 74.9375em) {
540   .not-front .block-type--banner .orbit__image:before,
541    .not-front .aw-ascend .view-mode-slider:before {
542        left: 25%;
543    }
544    .not-front .block-content--banner .orbit .orbit__caption,
545    div.page-top__static-caption {
546        left: 65%;
547        width: 65%;
548    }
549}
550@media screen and (max-width: 63.9375em) {
551    section.block-type--slider .page-top-image-slider .page-top__static-caption h1 {
552        font-size: 48px;
553    }
554}
555@media screen and (max-width: 39.9375em) {
556    .page-top-image-slider--static-caption .orbit__image img {
557        max-height: 300px;
558    }
559    div.page-top__static-caption h1,
560    section.block-type--slider .page-top-image-slider .page-top__static-caption h1 {
561        font-size: 30px;
562        font-weight: 500;
563    }
564    [class*="page--node-type--blog"] section.block-type--slider .page-top-image-slider .page-top__static-caption h1 {
565        font-size: 28px;
566    }
567    .page-top__static-caption p {
568        font-size: 16px;
569        padding: 0 15px;
570    }
571    .not-front .block-type--banner .orbit__image:before,
572    .not-front .aw-ascend .view-mode-slider:before {
573        background: rgba(0, 71, 45, 0.48);
574        transform: none;
575        left: 0;
576    }
577    .not-front .block-content--banner .orbit .orbit__caption,
578    div.page-top__static-caption {
579        left: 50%;
580        width: 100%;
581        max-width: 100%;
582    }
583}
584
585
586/* **********************************
587- - - - - - - HOME PAGE - - - - - - 
588********************************** */
589
590/* Image Checkmark List */
591.img-checkmark-list p {
592    display: flex;
593}
594.img-checkmark-list p img {
595    height: 30px;
596}
597
598/* CTA */
599#block-cta .block__content {
600    max-width: 60rem;
601}
602
603/* More Link */
604.more-link.grid-container {
605    text-align: center;
606}
607
608/* super tall image */
609#block-customgettingtoknowyou img[src*="/files/images/homepage-our-collaborative-approach.jpg"] {
610  height: 400px;
611  width: 100%;
612  object-fit: cover;
613}
614
615/* first block */
616#block-customhomeourmission h2 {
617    line-height: 1.3;
618    margin-bottom: 15px;
619}
620.photo-frame {
621    position: relative;
622}
623.photo-frame .text {
624    position: absolute;
625    bottom: 50px;
626}
627.photo-frame .text * {
628    color: #FFFFFF;
629}
630
631/* Our Approach */
632#block-customapproach .overlap img {
633    margin-left: -75px;
634    transform: scale(1.15);
635}
636
637/* video block */
638@media (min-width: 40em) {
639    #block-customhomeaglimpseintoexpoundwealthmanagement .block__content {
640        padding: 6rem 4rem;
641    }
642}
643
644/* services block */
645#block-customourservices .icon-wrapper i {
646    color: #FFFFFF;
647    margin-left: 18px;
648}
649#block-customourservices .icon-wrapper {
650    border: 2px solid #FFFFFF;
651    width: 100px;
652    height: 100px;
653    border-radius: 100%;
654    text-align: center;
655    line-height: 98px;
656    margin: 0 auto 15px;
657    transition: 300ms all ease;
658}
659#block-customourservices .icon-wrapper:hover {
660    background: white;
661}
662#block-customourservices .icon-wrapper:hover i {
663    color: var(--primary-color);
664}
665
666/* full width image banner */
667#block-customhomebannermid .block__content {
668    padding-bottom: 0;
669}
670
671
672/* **********************************
673- - - - - - INSIDE PAGES - - - - - - 
674********************************** */
675
676/* Main Page Content */
677.not-front #block-mainpagecontent .block__content {
678    padding-bottom: 4rem;
679}
680
681/* Page Title Display None */
682.page--node-type--products-services .products-services--full h2.node__title {
683    display: none;
684}
685
686/* team page */
687.path-team-member div.page-top__static-caption h1 {
688    margin: 0;
689}
690.tm-visitor-page .grid-x {
691    justify-content: center;
692}
693.team-member--imgside-full .main-section .field--name-field-biography p {
694    margin-top: 0;
695}
696
697/* Private Wealth Management */
698.pwm-grid .callout {
699    padding: 2rem;
700    margin-bottom: 15px;
701    transition: 300ms all ease;
702    background: #EFEFEF;
703}
704.pwm-grid .callout:hover {
705    box-shadow: 0 0px 50px 2px rgba(0,0,0,0.25);
706    border-color: transparent;
707    background: #FFFFFF;
708}
709
710/* About Us */
711#block-customaboutusintro .block__content {
712    padding-top: 0;
713}
714#block-teammember .block__content {
715    padding-bottom: 0;
716}
717#block-teammember .field--name-title .field--name-designation {
718    display: block;
719    margin: 0;
720}
721
722/* The Oakwell Way */
723.grid-container.the-oakwell-way > .grid-x + .grid-x {
724    margin-top: 2.5rem;
725}
726.grid-container.the-oakwell-way .cell :last-child {
727    margin-bottom: 0;
728}
729.grid-container.the-oakwell-way .cell strong {
730  color: var(--secondary-color);
731}
732.grid-container.the-oakwell-way .cell.difference-text {
733    padding: 2.5rem;
734    background: #FFFFFF;
735    z-index: 2;
736    position: relative;
737}
738.grid-container.the-oakwell-way .cell.difference-image {
739    position: relative;
740}
741@media screen and (min-width: 64em) {
742    .grid-container.the-oakwell-way {
743        position: relative;
744        z-index: 1;
745    }
746    .grid-container.the-oakwell-way .cell.difference-text {
747        border: 4px solid var(--secondary-color);
748        -webkit-box-shadow: 2px 2px 8px 2px rgba(0, 0, 0, 0.16);
749           -moz-box-shadow: 2px 2px 8px 2px rgba(0, 0, 0, 0.16);
750                box-shadow: 2px 2px 8px 2px rgba(0, 0, 0, 0.16);
751        width: calc(50% + 2rem);
752    }
753    .grid-container.the-oakwell-way .cell.large-order-1 {
754        margin-right: -2rem;
755    }
756    .grid-container.the-oakwell-way .cell.large-order-2 {
757        margin-left: -2rem;
758    }
759    .grid-container.the-oakwell-way .cell.difference-image {
760        width: calc(50% + 2rem);
761        overflow: hidden;
762    }
763    .grid-container.the-oakwell-way .cell.difference-image img {
764        width: 100%;
765        height: auto;
766        z-index: 1;
767        position: relative;
768    }  
769}
770@media screen and (max-width: 63.9375em) {
771    .grid-container.the-oakwell-way > .grid-x {
772        border: 4px solid var(--secondary-color);
773        -webkit-box-shadow: 2px 2px 8px 2px rgba(0, 0, 0, 0.16);
774           -moz-box-shadow: 2px 2px 8px 2px rgba(0, 0, 0, 0.16);
775                box-shadow: 2px 2px 8px 2px rgba(0, 0, 0, 0.16);
776    }
777}
778@media screen and (max-width: 39.9375em) {
779    .grid-container.the-oakwell-way .cell.difference-text {
780        padding: 2rem;
781    }
782}
783
784/* Our Process */
785.process-info .icon-wrapper {
786    border: 2px solid var(--primary-color);
787    width: 100px;
788    height: 100px;
789    border-radius: 100%;
790    text-align: center;
791    line-height: 98px;
792    margin: 0 0 auto auto;
793    transition: 300ms all ease;
794}
795.process-info .icon-wrapper i { 
796    margin-left: 18px;
797}
798.process-info .grid-x {
799    text-align: left;
800    justify-content: center;
801}
802.process-info .medium-2 {
803    width: 100px;
804}
805
806/* LPL Research - custom page  */
807.lpl-research-grid-container {
808    max-width: 60rem!important;
809    margin-top: 4rem;
810}
811.lpl-research-grid-container .callout {
812    background-color: #EFEFEF;
813    border: none;
814    padding-bottom: 4rem;
815}
816.lpl-research-grid-container .callout .embedded-entity {
817    margin: 0;
818}
819.grid-table {
820    padding: 2rem!important;
821    border: 2px solid var(--primary-color);
822    background: #EFEFEF;
823}
824
825/* Fees */
826.table-container {
827    overflow-x: auto;
828}
829.table-container.fees {
830    text-align: center;
831}
832.table-container table {
833  border-collapse: collapse;
834  max-width: 960px;
835  width: 100%;
836  font-size: 18px;
837  margin: 0 auto;
838  box-shadow: 0 3px 13px rgb(0 0 0 / 20%);
839  margin: 4rem auto;
840}
841.table-container table th {
842  width: 50%;
843}
844.table-container thead tr {
845  background: var(--secondary-color);
846  color: #FFFFFF;
847}
848.table-container tr th:nth-of-type(2),
849.table-container tr td:nth-of-type(2) {
850  border-left: 1px solid #ccc;
851}
852/* .table-container table, .table-container table th, .table-container table td {
853    border: 1px solid #ccc;
854} */
855.table-container table th {
856  font-size: 2rem;
857  font-weight: 400;
858  letter-spacing: 4px;
859}
860.table-container table tbody tr:nth-of-type(even) {
861  background: #EFEFEF;
862}
863.table-container table th, .table-container table td {
864    padding: 1rem 1.5rem;
865}
866.disclosure-text {
867    font-size: 18px !important;
868}
869
870/* Who We Serve */
871.grid-container.who-we-serve .cell h3 a {
872    text-decoration: none;
873}
874
875/* Client Center */
876@media screen and (max-width: 39.9375em) {
877    .grid-container.account-login-buttons .cell .button {
878        margin-bottom: 0;
879    }
880    .grid-container.account-login-buttons .cell:first-child {
881        margin-bottom: 0.5rem;
882    }
883    .grid-container.account-login-buttons .cell:last-child {
884        margin-top: 0;
885    }
886}
887
888/* Contact Us */
889.page--page-title--schedule-a-call .block--main-page-content {
890    display: none;
891}
892.page--page-title--schedule-a-call footer.footer {
893    margin-top: 4rem !important;
894}
895.grid-container.start-here p + .office-heading {
896    margin-top: 1.5rem;
897}
898@media screen and (max-width: 76.438em) {
899    .page--page-title--schedule-a-call .calendly-inline-widget {
900        height: 840px !important;
901        -webkit-box-shadow: 2px 2px 16px 4px rgba(0, 0, 0, 0.08);
902           -moz-box-shadow: 2px 2px 16px 4px rgba(0, 0, 0, 0.08);
903                box-shadow: 2px 2px 16px 4px rgba(0, 0, 0, 0.08);
904    }
905}
906@media screen and (max-width: 39.9375em) {
907    .map-container {
908        padding: 0;
909    }
910    .map-caption {
911        padding: 0 0 1rem;
912        padding-top: 1.5rem!important;
913    }
914}
915
916
917/* **********************************
918- - - - - - - FOOTER - - - - - - -
919********************************** */
920
921/* Footer */
922.not-front footer.footer {
923    margin-top: 0;
924}
925footer .block-style--ascend.block--ascend-footer-block {
926    background-position: 51% 100% !important;
927}
928
929/* Our Offices */
930footer .block--ascend-footer-block .block--ascend-footer-info .grid-x.locations > .cell h4 {
931    margin-bottom: 0.5rem;
932}
933
934/* Have a Question? */
935footer section[data-block-original-title="Have A Question?"] {
936    background: var(--background-color);
937    padding: 4rem 0;
938}
939footer section[data-block-original-title="Have A Question?"] .block__content {
940    max-width: 50rem;
941    margin: 0 auto;
942    padding: 1rem;
943}
944
945/* Footer Form */
946footer .block--aw-forms-block .block__content {
947    padding-top: 0;
948}
949
950/* Our Services */
951.page--page-title--our-services.not-front footer.footer {
952    margin-top: 0;
953}
954
955
956/* **********************************
957- - - - - - - - BLOCKS - - - - - - - -
958********************************** */
959
960/* Accordion FAQs */
961.question {
962    border-top: 1px solid #eee;
963    padding: 0.5em 1em 0.5em 3em;
964    font-weight: bold;
965    position: relative;
966}
967.newsletter-accordion {
968    margin-bottom: 2rem;
969}
970.question:hover {
971    cursor: pointer;
972}
973.answer {
974    display: none;
975    padding: 0 0.5em 0;
976}
977.expand-bar {
978    position: absolute;
979    top: 50%;
980    left: 1em;
981    transition: all 0.5s ease;
982}
983.expand-bar,
984.expand-bar:after {
985    width: 15px;
986    height: 2px;
987    background-color: #4cc3c6;
988}
989.expand-bar:after {
990    content: "";
991    position: absolute;
992    left: 0;
993    top: 0;
994    transform: rotate(90deg);
995    transition: all 0.5s ease;
996}
997.open {
998    border-bottom: none;
999}
1000.open .expand-bar:after {
1001    transform: rotate(180deg);
1002}
1003.question p {
1004    font-size: 18px;
1005    font-weight: 500;
1006}
1007
1008
1009/* **********************************
1010- - - - - - - - - QA - - - - - - - - -
1011********************************** */
1012
1013/* Insert line breaks within links to prevent text from overflowing its line box */
1014main p a:not([class*="button"]), main li a:not([class*="button"]), main div > a:not([class*="button"]), footer a[href*="mailto:"] {
1015    overflow-wrap: break-word;
1016    word-wrap: break-word;
1017}
1018
1019/* --------------------
1020PAGES ⁠⁠/ All Inside Pages
1021-------------------- */
1022main .aw-content .aw-constrain .aw-content__main article.page.media-object .media-object-section.main-section {
1023    max-width: 100%;
1024}
1025
1026/* --------------------
1027PAGE ⁠⁠/ Client Center
1028-------------------- */
1029.grid-container.secure-document-upload .cell iframe {
1030    max-width: 100%;
1031}
1032
1033
1034/*Jacob's Calendar line*/
1035
1036.page--page-title--jacob-yaklin .calendar{
1037	margin-bottom:0;
1038}
1039
1040
1041/* Footer blocks for Locations */
1042#block-aw-core-cedarparkbottom,
1043#block-aw-core-austinaddressfooter,
1044#block-aw-core-newbraunfelsaddressbottom {
1045    margin: 0 auto; /* Centers the block horizontally */
1046    width: 100%; /* Ensures it takes full width available */
1047    max-width: 1200px; /* Limit max width if necessary */
1048}
1049
1050/* Common styles for grid layout within each block */
1051#block-aw-core-cedarparkbottom .grid-x,
1052#block-aw-core-austinaddressfooter .grid-x,
1053#block-aw-core-newbraunfelsaddressbottom .grid-x {
1054    margin-left: 0;
1055    margin-right: 0;
1056}
1057
1058#block-aw-core-cedarparkbottom .cell,
1059#block-aw-core-austinaddressfooter .cell,
1060#block-aw-core-newbraunfelsaddressbottom .cell {
1061    padding-left: 0;
1062    padding-right: 0;
1063    display: flex;
1064    align-items: center;
1065    justify-content: center;
1066}
1067
1068#block-aw-core-cedarparkbottom .full-height-container,
1069#block-aw-core-austinaddressfooter .full-height-container,
1070#block-aw-core-newbraunfelsaddressbottom .full-height-container {
1071    display: flex;
1072}
1073
1074#block-aw-core-cedarparkbottom .full-height-cell,
1075#block-aw-core-austinaddressfooter .full-height-cell,
1076#block-aw-core-newbraunfelsaddressbottom .full-height-cell {
1077    height: 100%;
1078}
1079
1080/* Common styles for address blocks */
1081#block-aw-core-cedarparkbottom .address-block,
1082#block-aw-core-austinaddressfooter .address-block,
1083#block-aw-core-newbraunfelsaddressbottom .address-block {
1084    background-color: #44A454;
1085    color: white;
1086    padding: 15px;
1087    text-align: center;
1088    height: 100%;
1089}
1090
1091#block-aw-core-cedarparkbottom .address-content,
1092#block-aw-core-austinaddressfooter .address-content,
1093#block-aw-core-newbraunfelsaddressbottom .address-content {
1094    display: flex;
1095    flex-direction: column;
1096    justify-content: center;
1097    height: 100%;
1098}
1099
1100/* Specific max-height settings for different blocks */
1101#block-aw-core-cedarparkbottom .address-block,
1102#block-aw-core-newbraunfelsaddressbottom .address-block {
1103    max-height: 230px;
1104}
1105
1106#block-aw-core-austinaddressfooter .address-block {
1107    max-height: 219px;
1108}
1109
1110#block-aw-core-cedarparkbottom .address-content,
1111#block-aw-core-newbraunfelsaddressbottom .address-content {
1112    max-height: 230px;
1113}
1114
1115#block-aw-core-austinaddressfooter .address-content {
1116    max-height: 219px;
1117}
1118
1119/* Typography styling for h4 and p tags inside address blocks */
1120#block-aw-core-cedarparkbottom .address-block h4,
1121#block-aw-core-austinaddressfooter .address-block h4,
1122#block-aw-core-newbraunfelsaddressbottom .address-block h4,
1123#block-aw-core-cedarparkbottom .address-block p,
1124#block-aw-core-austinaddressfooter .address-block p,
1125#block-aw-core-newbraunfelsaddressbottom .address-block p {
1126    margin: 0;
1127    color: white;
1128}
1129
1130.blog--imgside .grid-x > .media-object-section:first-child {
1131  display: none;
1132}
1133
1134.blog--imgside .grid-x > .main-section {
1135  width: 100%;
1136  flex: 0 0 100%;
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1228                      
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1230        <div id="animated-menu" class="animated-menu ease-in fast" data-animate="fade-in fade-out">
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1232
1233        
1234                                                                                      <ul data-region="sticky" data-parent-link="true" data-responsive-menu="drilldown large-dropdown" class="vertical large-horizontal menu large-align-right">
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1284      
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1286                      <li class="menu-item menu-item--expanded menu-item--active-trail is-active">
1287                    <a href="/private-wealth-management" title="Private Wealth Management" data-drupal-link-system-path="node/1058">Private Wealth Management</a>
1288                                            <ul class="menu">
1289                            <li class="menu-item menu-item--active-trail is-active">
1290                    <a href="/products-services/investment-planning" title="Investment Planning" data-drupal-link-system-path="node/1040" class="is-active" aria-current="page">Investment Planning</a>
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1293                    <a href="/products-services/retirement-planning" title="Retirement Planning" data-drupal-link-system-path="node/592">Retirement Planning</a>
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1301                      <li class="menu-item">
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1303                            </li>
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1305                    <a href="/products-services/business-planning" title="Business Planning" data-drupal-link-system-path="node/1080">Business Planning</a>
1306                            </li>
1307            </ul>
1308      
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1311                    <a href="">Resources</a>
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1332                    <a href="/schedule-call" data-drupal-link-system-path="node/25">Connect with Oakwell</a>
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1334            </ul>
1335      
1336    
1337</div>
1338
1339
1340  
1341      </section>
1342</div>                                                        </div>
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1344    </div>
1345  </div>
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1347  
1348
1349  
1350
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1385      </li>
1386
1387      
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1389    <div class="page-top__static-caption">
1390    <h1>
1391    Investment Planning
1392  </h1>
1393  </div>
1394      </div>
1395
1396  </div>
1397  
1398
1399
1400          </div>
1401  </section>
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1437      Investment Planning
1438    </span></span>
1439
1440  </h2>
1441    
1442
1443        <div class="media-object__body">
1444                  
1445
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1447          <h3>Investment Planning</h3>
1448
1449<p>Investment planning is a comprehensive process that involves managing various types of investments to help individuals achieve their financial goals. It encompasses analyzing current financial situations, setting investment objectives, and developing strategies to allocate assets effectively across different investment options.</p>
1450
1451<div class="grid-container mt2 mb1">
1452<div class="grid-x grid-margin-x grid-margin-y medium-up-2">
1453<div class="cell">
1454<div alt="Investment Planning | Oakwell Private Wealth Management TX" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{&quot;link_url&quot;:&quot;&quot;,&quot;link_url_target&quot;:0,&quot;image_style&quot;:&quot;&quot;,&quot;image_link&quot;:&quot;&quot;,&quot;image_loading&quot;:{&quot;attribute&quot;:&quot;lazy&quot;}}" data-entity-type="media" data-entity-uuid="0238e401-12e8-4715-baf9-a5cb36e534a4" data-langcode="en" class="embedded-entity">  <img loading="lazy" src="/sites/audreywestfall.us1.advisor.ws/files/images/adobestock_660838279_1.jpg" width="1675" height="1036" alt="Investment Planning | Oakwell Private Wealth Management TX" typeof="foaf:Image">
1455
1456</div>
1457
1458</div>
1459
1460<div class="cell">
1461<ol class="oakwell-bullets">
1462	<li aria-level="1"><strong>Market Investments:</strong> This includes investments in publicly traded securities such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Investment planning involves analyzing market trends, evaluating individual securities, and constructing a diversified portfolio that aligns with the investor's risk tolerance, time horizon, and financial goals.</li>
1463	<li aria-level="1"><strong>Private Investments:</strong> Private investments refer to investments in privately held companies or ventures that are not traded on public stock exchanges. These investments can include private equity, venture capital, and private debt. Investment planning in this area involves evaluating potential opportunities, assessing risk factors, and considering liquidity constraints.</li>
1464	<li aria-level="1"><strong>Real Estate Investments:</strong> Real estate investments involve purchasing, owning, and managing properties to generate income or achieve capital appreciation. Investment planning in real estate includes assessing market conditions, analyzing property values, and developing strategies to maximize returns while managing risks associated with property ownership.</li>
1465</ol>
1466</div>
1467</div>
1468</div>
1469
1470<p>Overall, investment planning aims to create a well-balanced and diversified portfolio that maximizes returns while minimizing risk. It requires ongoing monitoring and adjustment to ensure investments remain aligned with the investor's financial goals, time horizon, and risk tolerance. Working with a financial planner can help individuals navigate the complexities of investment planning and make informed decisions to achieve long-term financial success.</p>
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1623
1624<p>Oakwell Private Wealth Management is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional or attorney before implementing any strategy or recommendation discussed herein.</p>
1625
1626<p>Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.</p>
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1731
1732<script src="/core/assets/vendor/tabbable/index.umd.min.js?v=6.3.0"></script>
vendor: 1 bytes, line 1732
1732
1733<script src="https://static.addtoany.com/menu/page.js" defer></script>
vendor: 1 bytes, line 1733
1733
1734<script src="/modules/contrib/addtoany/js/addtoany.js?v=10.6.15"></script>
vendor: 1 bytes, line 1734
1734
1735<script src="/modules/contrib/antibot/js/antibot.js?tlgako"></script>
vendor: 1 bytes, line 1735
1735
1736<script src="/modules/custom/aw_accessibility/js/aw_editoria11y.min.js?v=10.6.15"></script>
vendor: 58 bytes, lines 1736-1737
1736
1737<script src="https://www.googletagmanager.com/gtag/js?id=
1737G-FEGRJ7CK5E
vendor: 18 bytes, line 1737
1737" async></script>
1738<script src="/modules/custom/aw_analytics_tracking/js/aw-gtag.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1738
1738
1739<script src="/modules/custom/aw_brokercheck/js/brokercheck.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1739
1739
1740<script src="/modules/custom/aw_content/../../../node_modules/pikaday/pikaday.js?v=10.6.15"></script>
vendor: 1 bytes, line 1740
1740
1741<script src="/modules/custom/aw_content/../../../node_modules/pikaday/plugins/pikaday.jquery.js?v=10.6.15"></script>
vendor: 1 bytes, line 1741
1741
1742<script src="/modules/custom/aw_content/js/pikaday-frontend.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1742
1742
1743<script src="/core/misc/progress.js?v=10.6.15"></script>
vendor: 1 bytes, line 1743
1743
1744<script src="/core/assets/vendor/loadjs/loadjs.min.js?v=4.3.0"></script>
vendor: 1 bytes, line 1744
1744
1745<script src="/core/misc/debounce.js?v=10.6.15"></script>
vendor: 1 bytes, line 1745
1745
1746<script src="/core/misc/announce.js?v=10.6.15"></script>
vendor: 1 bytes, line 1746
1746
1747<script src="/core/misc/message.js?v=10.6.15"></script>
vendor: 1 bytes, line 1747
1747
1748<script src="/core/misc/ajax.js?v=10.6.15"></script>
vendor: 1 bytes, line 1748
1748
1749<script src="/themes/contrib/stable/js/ajax.js?v=10.6.15"></script>
vendor: 1 bytes, line 1749
1749
1750<script src="/modules/custom/aw_content_mgt/js/node_edit_modal.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1750
1750
1751<script src="/modules/custom/aw_content_mgt/js/form-captcha-focus.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1751
1751
1752<script src="/themes/custom/aw_core/js/animated-menu.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1752
1752
1753<script src="/themes/custom/aw_core/js/themes/ascend.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1753
1753
1754<script src="/themes/custom/aw_core/js/underscore_fallback.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1754
1754
1755<script src="//ajax.googleapis.com/ajax/libs/webfont/1.6.26/webfont.js"></script>
vendor: 1 bytes, line 1755
1755
1756<script src="/modules/custom/dashboard/js/webfont.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1756
1756
1757<script src="/themes/custom/aw_core/js/remove-no-js.min.js?v=1"></script>
vendor: 1 bytes, line 1757
1757
1758<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.core.js?v=6.5.3"></script>
vendor: 1 bytes, line 1758
1758
1759<script src="/themes/custom/aw_core/../../../node_modules/object-fit-images/dist/ofi.js?v=3.2.3"></script>
vendor: 1 bytes, line 1759
1759
1760<script src="/themes/custom/aw_core/js/objectfit.min.js?v=3.2.3"></script>
vendor: 1 bytes, line 1760
1760
1761<script src="/themes/custom/aw_core/js/foundation.init.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1761
1761
1762<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.keyboard.js?v=6.5.3"></script>
vendor: 1 bytes, line 1762
1762
1763<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.motion.js?v=6.5.3"></script>
vendor: 1 bytes, line 1763
1763
1764<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.mediaQuery.js?v=6.5.3"></script>
vendor: 1 bytes, line 1764
1764
1765<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.imageLoader.js?v=6.5.3"></script>
vendor: 1 bytes, line 1765
1765
1766<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.timer.js?v=6.5.3"></script>
vendor: 1 bytes, line 1766
1766
1767<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.touch.js?v=6.5.3"></script>
vendor: 1 bytes, line 1767
1767
1768<script src="/themes/custom/aw_core/js/aw-contextual-links.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1768
1768
1769<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.orbit.js?v=6.5.3"></script>
vendor: 1 bytes, line 1769
1769
1770<script src="/themes/custom/aw_core/js/foundation.orbit.min.js?v=6.5.3"></script>
vendor: 1 bytes, line 1770
1770
1771<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.triggers.js?v=6.5.3"></script>
vendor: 1 bytes, line 1771
1771
1772<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.box.js?v=6.5.3"></script>
vendor: 1 bytes, line 1772
1772
1773<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.util.nest.js?v=6.5.3"></script>
vendor: 1 bytes, line 1773
1773
1774<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.drilldown.js?v=6.5.3"></script>
vendor: 1 bytes, line 1774
1774
1775<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.dropdownMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1775
1775
1776<script src="/themes/custom/aw_core/js/foundation.dropdownMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1776
1776
1777<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.accordionMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1777
1777
1778<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.responsiveMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1778
1778
1779<script src="/themes/custom/aw_core/js/foundation.responsiveMenu.js?v=6.5.3"></script>
vendor: 1 bytes, line 1779
1779
1780<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.responsiveToggle.js?v=6.5.3"></script>
vendor: 1 bytes, line 1780
1780
1781<script src="/themes/custom/aw_core/../../../node_modules/foundation-sites/dist/js/plugins/foundation.sticky.js?v=6.5.3"></script>
vendor: 1 bytes, line 1781
1781
1782<script src="/themes/custom/aw_core/js/aw-sticky.min.js?v=10.6.15"></script>
vendor: 1 bytes, line 1782
1782
1783<script src="/core/misc/form.js?v=10.6.15"></script>
vendor: 1 bytes, line 1783
1783
1784<script src="/modules/contrib/extlink/js/extlink.js?tlgako"></script>
vendor: 1 bytes, line 1784
1784
1785<script src="/modules/contrib/google_tag/js/gtag.ajax.js?tlgako"></script>
vendor: 1 bytes, line 1785
1785
1786<script src="/node_modules/moment/moment.js?v=10.6.15"></script>
vendor: 1 bytes, line 1786
1786
1787<script src="/modules/contrib/jquery_timepicker/bower_components/jt.timepicker/jquery.timepicker.js?v=1.x"></script>
vendor: 1 bytes, line 1787
1787
1788<script src="/modules/custom/aw_webform/js/aw_webform_timepicker.min.js?v=1.x"></script>
vendor: 1 bytes, line 1788
1788
1789<script src="/modules/custom/themes/js/menu.js?v=10.6.15"></script>
1789
1790
1791          
1791<script src="https://kit.fontawesome.com/7d4e47190f.js" crossorigin="anonymous"></script>
1791
1792
1793<script>
1794//Jacob's calendar position
1795jQuery(".page--page-title--jacob-yaklin #block-mainpagecontent a[href='https://calendly.com/jacobyaklin']").parent().addClass('calendar').insertAfter(jQuery(".page--page-title--jacob-yaklin #block-mainpagecontent a[href='tel:830-214-1930']"));
1796
1797
1798// Add comma after name on team blocks (only if designation exists)
1799jQuery('article.team-member h3.node__title').each(function() {
1800    if (jQuery(this).find('span.field--name-designation').length !== 0) {
1801        var staffName = jQuery(this).find('.field--name-title > span:first-child').html();
1802        staffName = staffName.substring(0, staffName.length - 1);
1803        jQuery(this).find('.field--name-title > span:first-child').replaceWith(function () {
1804            return '<span class="correct-me">' + staffName.slice(0, -4) + ',' + '</span>';
1805        });
1806    }
1807});
1808
1809// Change front and inside banners to original images
1810jQuery('.orbit__image img').each(function() {
1811    var newSrcSet = jQuery(this).attr('srcset').replace('styles/slider_s/public/', '').replace('styles/slider_m/public/', '').replace('styles/slider_l/public/', '').replace('styles/slider_xl/public/', '');
1812    var newSrc = jQuery(this).attr('src').replace('styles/slider_s/public/', '');
1813    jQuery(this).attr({srcset: newSrcSet, src: newSrc});
1814});
1815
1816// Smooth scroll 
1817jQuery(function() {
1818    var height = jQuery(".aw-header--sticky").outerHeight();
1819    jQuery('a[href*="#"]:not([href="#"])').click(function() {
1820        if (location.pathname.replace(/^\//,'') == this.pathname.replace(/^\//,'') && location.hostname == this.hostname) {
1821            var target = jQuery(this.hash);
1822            target = target.length ? target : jQuery('[name=' + this.hash.slice(1) +']');
1823            if (target.length) {
1824                jQuery('html, body').animate({
1825                    scrollTop: target.offset().top - height
1826                }, 1000);
1827                return false;
1828            }
1829        }
1830    });
1831    if(window.location.hash) {
1832        // smooth scroll to the anchor id
1833        jQuery('html, body').animate({
1834            scrollTop: jQuery(window.location.hash).offset().top - height
1835        }, 1000);
1836    }
1837});
1838
1839
1840
1841jQuery(document).ready(function($) {
1842  // Check if the page has the class 'page--page-title--cedar-park'
1843  if ($('body').hasClass('page--page-title--cedar-park')) {
1844    // Append the <p> element before the <h1> inside the .page-top__static-caption
1845    $('.page-top__static-caption').prepend('<p style="color:#fff; font-weight:bold;margin-right: 160px; margin-bottom: -36px;">Financial Advisor</p>');
1846  }
1847});
1848
1849
1850
1851</script>
1851
1852
1853<script>
1854document.querySelectorAll('article.cell.contextual-region.blog.blog--imgside.blog--teaser p')
1855  .forEach(p => {
1856    if (p.textContent.trim() === 'Jump to:') {
1857      p.style.display = 'none';
1858    }
1859  });
1860</script>
1860
1861      </body>
1862</html>

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.