About Us

Our Mission:

Red Oak Financial Group helps capture opportunities to empower client’s lives and achieve goals by building caring, long-term relationships through two-way communication, trust and outstanding service. 

Red Oak Financial Group strives to remain current on all solutions available to help meet client’s objectives.

Our Values:

Red Oak Financial Group’s values include honesty, integrity and accountability.

About Red Oak Financial Group

Red Oak Financial Group is a preeminent fee-based financial planning firm with over 15 years experience in asset management, retirement distribution, asset protection, risk management and wealth transfer strategies. We provide clients with retirement and estate planning, as well as related estate tax, investment and insurance strategies.

We are a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients.

Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.

We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of the Lincoln Financial Advisors "Serve First" philosophy. And these are the commitments we make to each of our clients.

If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.

Message from Red Oak Financial Group

Thank you for visiting our practice website. Whether you are a current client, were referred to us by a friend of the practice, or learned of our services through our presence in the community, we welcome you.

It is my intention that every visitor to our site is able to easily attain the type of information and knowledge about our firm that they seek. As the founder of this practice I am proud of our track record of success over the years. Over this period of time we have worked diligently to meet the needs and objectives of our clients. Still, we are always striving to improve our depth of knowledge and quality of service by leveraging the use of technology and communication in reaching our clients and their families.

As the founder of this firm there is nothing more important to me than earning and maintaining the trust, confidence and respect of my clients. I have built my firm, chosen my affiliation with a premier financial planning firm and staffed my practice to achieve this end. My staff and I are housed in Dallas, Texas, but as active member of The Resource Group™, a national network of elite financial professionals within LFA, I have unlimited access and the ability to collaborate with my vast network of colleagues for the benefit of my clients and their unique situations.

Enjoy your visit to our website, and please feel free to contact me or anyone on my team if we can be of direct assistance to you or your family.

Best regards,

Cyndy Montgomery
President, Red Oak Financial Group