What makes Red Oak Advisors different?
We work with other professionals (attorneys, accountants, insurance specialists, etc.) to ensure that you have a holistic plan for your future. We assist our clients in adjusting their risk as their life changes and their priorities shift. At Red Oak Advisors, we believe that comprehensive planning is the key to financial success. By working with us you will pass on
your unique investment philosophy while having the time to enjoy your personal passions
Holistic Planning
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Let us help you propel your financial plan and make sure it stays intact for generations to come.
Does your current financial advisor:
- Coordinate with your attorney and make sure that your investments reflect your wishes within your Estate Plan?
- Adjust your risk appropriately when your life changes or your priorities shift?
- Include generational planning for you and your children?
- Include your outside investments and insurance into your overall plan and risk assessment?
- Offer you an independent set of solutions that aren’t tied to their corporate firm?
- Ask what is actually important to you?
- Explain things in plain language so you are part of the plan?
- Create personalized educational and charity events for you and your family?
If not…