Wouldn’t it be nice if you could reduce or eliminate most of the time you currently spend on your personal finances and investments?
You know, things like…
- Picking the right investments for your retirement
- Managing your children’s college savings
- Shopping for and determining the right insurance coverage
- Working with your CPA to minimize taxes
- Researching your home mortgage, student loan, and other debt options
- Partnering with an attorney to button up your estate plan
- Developing a tax-efficient charitable giving strategy
- Choosing the right employee benefits at work
- Strategic business planning to increase your profit margin
- Organizing paperwork so it’s easy to access when you need it
- And much more!
Well, guess what? Now you can!
SageOak’s personal advisory service combines ongoing financial planning with ongoing investment management.
This allows you to free up most of your time and energy so you can focus on what’s most important to you, such as faith, family, and friends!
Click the button below to schedule a complimentary 15-30 minute phone call to explore whether or not a personal advisory relationship is the right fit for your situation!