SmartVestor Pros have a client-first mentality. SmartVestor Pros are committed to educating and empowering you. They don't just offer a single company's investment choices; they can shop around to help you reach your goals. How are you going maximize your income strategies and minimize your risks? These decisions should be integrated, working together to ensure that your plan will actually work!.
Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. Source: "Longevity Risk and Reward for Middle-Income Americans, " Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.
Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. Source: "Longevity Risk and Reward for Middle-Income Americans, " Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.
Services
At Black Oak Asset Management, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Black Oak Asset Management are proud to be independent financial professionals.
We take a comprehensive approach to financial planning. Money may be the engine, but decisions drive the bus. Are you aware of, or understand all your options? An objective viewpoint, backed by experience, knowledge and in-depth resources can help you achieve your goals and dreams. If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (470) 508-0508.
As a Certified Student Loan Professional, my specialized education in student loans allows me to help borrowers make informed repayment decisions considering their full financial situation and financial goals. There are so many questions about what to do with student loan debt-and I learned best practices and top methods for our clients to consider.
I agree to the SmartVestor Code of Conduct. I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others. I care about your future. I'm more than a "financial planner"-I'm someone you can relate to and share your dreams with.
The Perfect Game Retirement Podcast is brought to you by Black Oak Asset Management, serving the greater Atlanta area with offices in Alpharetta, Cartersville and Macon. Former professional baseball player and now financial coach, Ryan Ledden, is your host. This is the show that'll help you make the right decisions, so you can pitch a "perfect game" in retirement.
Reviews (1)
Gary Goldstein
Aug 16, 2021
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