Your Financial Plan Starts Here

Red Oak Wealth Management helps individual and business clients develop and implement custom financial strategies to achieve desired goals with a focus on risk and tax efficiency.  You can't make financial decisions regarding assets until you know their purpose and the plan for distribution.  Our unique approach views your assets and income in three general categories: Consumption, Contingency and Legacy. Each asset type has different risk and tax characteristics which impacts your liquidation strategy. We will help you develop and manage your financial playbook and give you confidence that you are on track for reaching life's goals.

 

 
 
 
 
 
 
 
 
 
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