Welcome to Red Oak Financial;
- We provide analysis and written retirement, investment, and life plans for our clients.
- We focus on long-term client relationships and long-term financial health.
- We act as a financial coach and a trusted advisor for all significant financial events and we develop, monitor and revise plans for our clients (plan-do-act).
Finding the right financial advisor is important. You want someone who you can trust and understands your financial goals and is competent to help you make the right financial decisions. Most importantly you want someone who cares and will be there for you today, tomorrow and the next day.