Oak Financial Group INC

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Home - Oak Financial Group, Inc. Oak Financial Group, Inc. Planting A Seed For The Future Home Oak Financial Group, Inc. delivers Wealth Management solutions for affluent individuals and families. We provide comprehensive and personalized Investment Management and Strategic Planning services. Wealth Management Independence Integrity – A trusted fiduciary As an independent registered investment advisor and fiduciary, we act solely in your best interest. We sell no proprietary product and act free of many of the conflicts of interest inherent to other financial institutions. We are dedicated to thoroughly understanding each client’s needs and clarifying their tolerance for risk, before we plan and construct a portfolio designed to achieve their goals. Wealth Management – Comprehensive advice Included in our fee, we offer comprehensive wealth management services that encompass not only our core investment management service but also individual retirement and financial planning, employee retirement plan analysis (e.g. 401-k and 403-b), estate planning, insurance analysis, real estate consulting, and other related wealth management advice. With our clients’ permission, we will consult with their outside tax advisors, estate planning attorneys, or any other financial professionals they have engaged. Strategic Planning Our commitment to serving each client’s lifestyle needs, goals risk tolerance We strive to understand your complete financial picture to ensure your assets are invest

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