Independent financial planning and advice
No confusing jargon. Less financial stress. More time for the people and things you love.Schedule Initial Call
From $395+ (one-time) or $885+ per quarter (ongoing)
- Clarify & reach your goals
- One-time or ongoing advice
- Financial peace of mind
Personal Advisory Services
From 0.10% to 0.50% of Client's Total Net Worth
- Ongoing Financial Planning
- Investment Management
- Annual Tax Prep (optional)
- Network of financial experts
From 0.25% to 1% of Assets Under Management
- Personalized portfolio
- Low-cost investments
- Tax-efficient strategy
*Subject to minimum(s) based on the nature and complexity of engagement*
Timeless financial wisdom, for every stage of life.
At Tulsa, OK based financial planning firm, SageOak Financial, LLC, your financial advisor's advice is rooted in timeless biblical wisdom and truth, backed up by decades of research in the field of financial science.
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You have dreams. We can help you reach them.
If taking care of your family, reaching your financial goals, and being a good steward of your money is important to you, contact us today to start the complimentary discovery process!