Oakwood Wealth Management is an independent full-service financial investment and risk management firm. Our consulting process involves establishing our client's goals in all aspects of their financial lives and providing the strategies for realizing them. Financial Planning is the backbone of all successful journeys through life.
No matter what stage of life you're in, the professionals at Oakwood can guide you and help you achieve the results you are looking for. Throughout the relationship, we are working with our clients as independent advisors which allows us to work in their best interests. Whether you're 23 or 35, it's important to know whether you are saving enough for your retirement.
No matter what stage of life you're in, the professionals at Oakwood can guide you and help you achieve the results you are looking for. Throughout the relationship, we are working with our clients as independent advisors which allows us to work in their best interests. Whether you're 23 or 35, it's important to know whether you are saving enough for your retirement.
Services
Jack Bianchi of Oakwood Wealth Management manages an independent full-service financial investment and risk management firm. Our consulting process involves establishing our client's goals in all aspects of their financial lives and providing the strategies for realizing them. Throughout the relationship, we are working to become our clients trusted independent advisors which allows us to work in an unbiased manner for their best interests.
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
Our philosophy at Oakwood is simple, taking care of our clients is job one and everything else will take care of itself. Since 2006, I have yet to meet two clients who have the same goals and aspirations. Each relationship is unique and we treat it that way. Our reward is watching our clients take the long awaited vacation, put a child through college or retire feeling like all the worries are behind them.
There are three essential ingredients to all successful plans: Goals, Goals, and Goals. We will Evaluate where you are now, Determine what you are trying to accomplish, and Take Action on the best strategy to make it possible. Financial Planning is the backbone of all successful journeys through life.
Making sure your life plan doesn't derail due to risks that can be managed is a crucial part of our process. Transferring these risks to the appropriate people can help you avoid losing what you have worked so hard for. Not addressing these could severely hinder the best retirement and estate plans and make all your hard work not benefit the people it was intended to, you and those you care about!
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