Check out this video for a special announcement from Tyler Gray, Managing Director at SageOak Financial, LLC.
Problem with the video? The full video transcript can be found below.
“Hi SageOak family!
I hope that 2022 is off to a good start for you and your family!
I’m sending this video message today for three reasons. The first reason is that I’ve got a special announcement. The second is to let you know what that announcement means for you. And the third is to let you know what you need to do related to that announcement.
So, we’re just going to dive right in, the first being the announcement, the exciting announcement. As many of you know in 2020, we moved office locations due to the pandemic. But what you may not know is that this move was also an opportunity to explore a possible partnership with another firm whose values closely aligned with our own.
After a lot of thought, prayer, and careful planning, I’m excited to announce that those plans have come to fruition and as of January 1st Seasons Financial Group, who I’ve been officing with for the last 18 months has merged with SageOak Financial, LLC and SageOak is the surviving legal entity.
The core values of the folks at Seasons are very similar to our own. They’re fiduciaries. They’re fee only. And they work really hard to provide a personalized level of service to their clients. And so we’re really excited to join forces with them.
But both of our firms have realized with the continued challenges of operating a small business in the middle of a global pandemic with no end in sight, it became clear to both our firms over time, that growing bigger through this merger is the most prudent way for us to continue to serve our clients well both now and long into the future.
And so you might be wondering, what does that mean for me, the client? Well, first of all, I want to assure you that I will still be your lead advisor and primary point of contact at SageOak and I’ll continue to serve you and your family for as long as you’ll allow me to.
And secondly, what this means is that I have a much bigger back office team to help me behind the scenes, which will help free up my time to better serve you going forward. The Seasons staff includes two advisors and two support staff members with multiple decades of experience.
This will allow me to provide more timely and consistent service going forward and will also give you the client, the peace of mind, knowing that if I’m ever out of town or on vacation, or heaven forbid if I got hit by the proverbial bus, there’s an entire team of folks here at SageOak now to help keep you and your family and your investments on track.
The question now is probably, ok what do I need to do related to this? Well, in the coming days, you’re going to be receiving a DocuSign email with a one-page addendum to your advisory agreement.
Now, this is essentially just an SEC requirement to recognize and acknowledge that I now have business partners at SageOak, but it’s just a one pager or so and it should be pretty painless. But if you have any questions, don’t hesitate to reach out and let me know.
After that, I’ll be reaching out to each of you individually to schedule a progress meeting for some time during the first or second quarter at your convenience. We’ve got a lot of exciting things planned for SageOak and our clients in 2022 and I look forward to sharing some of them with you the next time we speak.
In closing, I just want to say to each of you watching this that I am so thankful for your business and I’m humbled by the trust you’ve given me as your advisor. I don’t take that trust lightly and in spite of the challenges many of us have experienced these last few years, I’m really excited and look forward to better serving you and your family in the coming year and beyond.
As always, if you have any questions at all, don’t hesitate to reach out to me by phone or email at any time and I’ll be happy to assist.
I pray that all is well and that the rest of 2022 is your best year yet.
God bless and thanks for watching!”