What does your “typical” client look like?
While we serve a variety of clients, the folks who typically find our services the most valuable are working professionals, business owners, and near/current retirees who’d like to delegate the stress and headache that usually come with managing their own investments and financial planning needs.
Where do you come up with your advice?
Our financial advice at SageOak™ is based on timeless financial principles including diversification, asset allocation, asset protection, savings, cash flow management, debt reduction, and other principles of good stewardship.
Believe it or not, many of these principles are as old as time and are based on biblical wisdom and teachings. In addition, our investment philosophy is backed up by decades of research in the field of financial science.
How much do you charge?
You can see our complete fee schedule listed here.
What does “fee-only” mean?
At SageOak™, we don’t sell any products or accept referral fees because we feel this creates an inherent conflict of interest between the client and the financial advisor. Instead, much like a physician charges a fee to give out medical advice, we charge a “fee-only” when providing financial advice to our clients.
This is different than “fee-Based” and “commission-based” financial advisors because it allows us to be independent and objective since we aren’t paid by an investment firm or insurance company.
I’m interested in working with you. What’s my next step?
Who do I contact for press requests and speaking engagements?
For media/press requests, speaking engagements, and other related inquiries, please get in touch with our Managing Director by email at firstname.lastname@example.org or click here to schedule an appointment to speak with him.