Financial Planning

How much do you need to retire?  What is the most tax efficient way to distribute assets and income during retirement?  How do I protect my assets after I grow them? 

At Red Oak Financial Group, we believe you start with a solid plan.  With over 15 years of experience, we can provide discipline to help you define and achieve your financial goals.

Our areas of focus are:

  • Retirement planning
  • Retirement income distribution strategies
  • Executive incentive stock strategies
  • Social Security income strategies
  • Wealth management
  • Risk management
  • Estate and asset protection strategies

We follow a unique process to determine if you are reaching your goals through measurable results.  The process may require a review of cash flows, retirement, estate and insurance planning. 

A financial plan has no value if not placed into action.  We offer a disciplined approach and consistently check in with your progress.  We annually monitor your actual results compared to your plan and make necessary adjustments to get you back on track.