Most people think that a financial advisor only deals with investments.
In reality, good financial planning encompasses much more than just investment advice.
At Tulsa, OK based SageOak Financial, LLC, our firm’s primary focus is comprehensive financial planning, so you can rest assured that if you have a question involving your money, we’ll be there to help!
Whether you’re looking for a one-time, hourly consultation, or ongoing financial planning advice, we offer flexible arrangements to help you get from point A to point B on your financial journey.
Below are some of the services we provide our financial planning clients on a regular basis…
We’ll help you clarify your financial goals & then we’ll develop an investment plan to help you reach them.
Discover how much you should save for your little one’s college fund & the best way to accomplish that goal.
Auto, home, health, life, disability, liability…whatever insurance you need, we’ll make sure you’re covered.
No one likes to pay taxes. Together with your CPA, we’ll make sure you don’t pay more than your fair share.
We’ll help you maximize the impact of your charitable gifts & minimize your tax bill in the process.
When can you afford to retire? What will you do afterwards? We’ll help answer these questions & so much more!
We work alongside your attorney to develop a plan that takes care of your heirs while minimizing estate taxes.
Real Estate Consulting
Whether buying a home, managing rental property, or saving for a beach house, we’ll help save you time & money.
From navigating health insurance, to caring for a sick loved one, we’ll walk alongside you, every step of the way.
Not sure if you’re taking advantage of the right benefits at work? Don’t worry, we can help with that too!
From choosing a retirement plan, to developing an exit strategy, we’ll be there when you need us most.
It doesn’t matter if you’re a homemaker or a brain surgeon, one of your most important financial assets is YOU!
Cash Flow Planning
Feel like there’s more month than there is money? We’ll help put together a plan that doesn’t break the bank.
You’ll feel true financial peace when we put together & implement a plan to get rid of your debt, once and for all!
Determine the best way to protect your wealth against catastrophic loss, potential lawsuits, & lurking creditors.
Goal Setting & Planning
Most folks don’t know what their financial goals are, let alone how to reach them. That’s where we come in.
Decrease stress & simplify your financial life. We’ll help you do just that at our “Get Organized” meeting.
Identity Theft Protection
Using industry best practices, we’ll help you secure your financial accounts & lower your risk of identity theft.
Hate the idea of negotiating large purchases like a home or car? We’ll do the heavy lifting for you!
Need a plumber? Anniversary gift idea? Someone to watch Fido? Tap our network to save time & money.