Sageoak Financial, LLC

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Home - Financial Advisor | SageOak Financial, LLC | Tulsa, OK ***OFFICE RELOCATION UPDATE*** Financial Advisor | SageOak Financial, LLC | Tulsa, OK Personal Financial Planning Investment Advice No confusing jargon. Less financial stress. More time for faith, family, and friends. Schedule Initial Call Our Services Financial Planning One-time or ongoing flat fee Fiduciary financial advice Clarify reach your goals Financial peace of mind Schedule Call Investment Management As low as 0.75% of account value Personalized portfolio Low-cost investments Tax-efficient strategy Schedule Call Wealth Management 0.75% or less of total net worth Ongoing financial planning Investment management Network of financial experts Annual tax prep (optional) Schedule Call Institutional Advisory Services 0.75% or less of plan/account size Fiduciary investment manager Investment policy statement Committee/participant education Plan design vendor evaluation Schedule Call Depending on the service(s) provided and the nature or complexity of the engagement, client may be subject to a one-time upfront planning or setup fee and/or an ongoing minimum quarterly fee. Timeless financial wisdom, for every season of life.™ At SageOak®, your Tulsa, OK based financial advisor's advice is rooted in timeless biblical wisdom and truth, backed up by decades of research in the field of financial science. MEET OUR TEAM As seen in SageOak® In the News Enjoy true financial freedom peace. Tired of the stress and uncertainty

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