SageOak Financial, LLC (“SageOak”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak. Email communication you receive from SageOak is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.
Please contact SageOak at (918) 627-3700 if there are any changes in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SageOak with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2A and 2B, along with our Client Relationship Summary, Form CRS, are available for your review upon request, and on our website. These disclosures, or a summary of material changes made, are also provided to our clients on an annual basis.