Have a Plan!

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 lifes goals. 

 

 

 

Thank you for visiting our web site. You'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.