This service is the primary focus of SageOak™ and involves ongoing comprehensive financial planning and investment management. We work together, along with your other trusted advisors, to customize a strategy that will help you reach your goals. The best part? We only work with a limited number of clients, so rest assured, you’ll receive the personal attention you need and deserve.
Visit our Wealth Management page to learn more about how we work to craft a personalized solution that meets your needs.
Some people prefer to take more of a hands-on approach with other areas of their financial life, but would still like to delegate the time and headache involved with managing their investments. That’s where our investment management service comes in. We’ll hep you clarify your goals and develop and implement an investment plan to reach those goals.
Visit our Investment Management page to learn more.
Sometimes all you need is an answer to a question like “How should I invest my 401(k) or IRA?” or “How much should I save for retirement or my child’s college fund?” We offer hourly consultations, on a limited basis, to clients who have “one time” questions or concerns like these and many others.
Click here to learn more about our Hourly Consultations service.