Everyone deserves to have access to affordable, unbiased, high quality financial advice, no matter what your financial situation. Oak City Financial equips our clients with the education, tools and confidence they need to approach today's reality and succeed. A research group once described financial organizing as feeling like a mix between a dental visit, math class, and marriage therapy.
Making smart decisions with your money shouldn't be painful - it should be rewarding! We have worked with industry-leading technology companies to help make sure your experience with our firm is nothing like a trip to the dentist. Our goal is to help simplify your financial life and put together a plan that you can actually understand.
Making smart decisions with your money shouldn't be painful - it should be rewarding! We have worked with industry-leading technology companies to help make sure your experience with our firm is nothing like a trip to the dentist. Our goal is to help simplify your financial life and put together a plan that you can actually understand.
Services
I am not your parent's financial planner. In a world with easy access to information, it is increasingly harder to decipher the good from the bad when it comes to personal finances. How much should I be saving? Do I need life insurance and how much? How much should I put into my 401k plan? What exactly is a 401k plan?
WHAT: A complimentary two-meeting process. The result is a customized financial assessment showing you step-by-step how you can improve your financial planning success. You will finish with an improved understanding of financial literacy applied to your specific situation. An "Introduction Conversation" call will give us both a chance to make sure your situation matches our expertise.
Traditional financial firms might love to invest your money, if you meet their minimum amount to even become a client. But even with a stellar investment portfolio, that doesn't mean the day to day financial obstacles you encounter are being overcome. Oak City Financial believes that the most valuable service you can receive from a financial professional is a personalized plan.
Your parents had brokers selling them a "hot stock", because they didn't have access to information. Then came the Internet and now we have information in abundance. Investments are never an afterthought at Oak City Financial, but we recognize how the changing investment landscape has commoditized this piece of your financial life.
Insurance may not be fun to discuss, but the people and things most important to you are worth protecting. Oak City Financial handles our clients' needs in-house, so that we can teach you how the right insurance coverage could offset everyday risks. We then search the marketplace for affordable policies from quality companies.
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