Financial Planning

Whether you are in the wealth creation, wealth preservation or wealth transfer stage, First Oak Wealth Management will create the right plan for you.  Overall, we analyze your budgeting & current cash flow, retirement planning, education funding, insurance needs, tax planning, estate planning, long-term care planning and distribution strategy depending on what wealth phase you are in.  We strive to create a comprehensive plan that can also include business planning, trusts and charitable planning.
We spend considerable time reviewing your current situation and what it will take for you to achieve your goals.  We put together an action plan that you will need to follow in order to give yourself the best chance for success so you can continue to live life the way you want to live.