Personal Financial Planning & Investment Advice
No confusing jargon. Less financial stress. More time for faith, family, and friends.
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Financial Planning
One-time or ongoing flat fee
- Fiduciary financial advice
- Clarify & reach your goals
- Financial peace of mind
Investment Management
As low as 0.75% of account value
- Personalized portfolio
- Low-cost investments
- Tax-efficient strategy
Wealth Management
0.75% or less of total net worth
- Ongoing financial planning
- Investment management
- Network of financial experts
- Annual tax prep (optional)
Institutional Advisory Services
0.75% or less of plan/account size
- Fiduciary investment manager
- Investment policy statement
- Committee/participant education
- Plan design & vendor evaluation
Depending on the service(s) provided and the nature or complexity of the engagement, client may be subject to a one-time upfront planning or setup fee and/or an ongoing minimum quarterly fee.
Timeless financial wisdom, for every season of life.™
At SageOak®, your Tulsa, OK based 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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Enjoy true financial freedom & peace.
Tired of the stress and uncertainty that comes with managing your own investments and financial life?