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
New Headquarters: SageOak® Relocating to Two Warren Place
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
2026 Holiday Calendar & Operating Hours
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
2024 Midyear Client Letter
To All of Our Clients, It is a pleasure to update you on the general progress of our portfolio – and, more importantly, our financial plan – during the first half of 2024. Before delving into specifics, I’d like to reiterate a few of the core principles that guide our investment and financial planning approach… Read More
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