Our Services

 








Money means different things to all of us. What colors our attitude toward it, or what we want from it, is a highly selective thing and varies from person to person.



That's why at the Oak Financial Group, we make it our priority to get to know you as a person and discover your goals and your objectives. Then we work together to put in place investments and planning that compliments yourgoals. Once we complete the initial process of setting up your investments, our job doesn't end there. We'll monitor the progress your money is making and we'll meet with you regularly to make sure your investments reflect your current life circumstances.



Individual Clients


  • IRA and IRA Rollover
  • Brokerage Accounts
  • Fee-Based Asset Management
  • Retirement Income Planning
  • Wealth Preservation strategies
  • Tax Efficient Investing
  • Charitable Giving
  • Insurance
  • Annuities



Estate Planning



  • Life Insurance
  • Pensions
  • Wealth Preservation Strategies
  • Special Needs Planning



Business Clients



  • 401(k), SEP/SIMPLE IRA Plans
  • Deferred Compensation
  • Employee Benefit Programs
  • Group Insurance Plans (health, life, key person)
  • Business Insurance
  • Business Succession Planning