The big picture: As many of you know, after a long and meaningful career, our partner and friend, Stan Rickner, is officially retiring, with his last official day at the firm scheduled for March 31, 2026.  The back story: When Stan Rickner and Steve Ellis merged Seasons Financial Group, LLC (“Seasons”) with SageOak Financial, LLC… Read More

Important Relocation Announcement for Clients I am writing to share some exciting news regarding the future office location of SageOak Financial! Since our founding, our primary focus has always been helping you navigate your journey toward true financial freedom and peace. To ensure we continue delivering the high level of service you deserve, we are… Read More

As we begin the new year, we at SageOak® would like to extend our sincere gratitude for your continued trust and partnership. It is an absolute privilege to serve your wealth management needs, and we are committed to consistently enhancing our services to meet those evolving needs. With that commitment in mind, I’m writing to… Read More