Our Services

In this rapidly changing environment, we use the most up-to-date financial research, providing you with timely, knowledgeable advice. Specializing in wealth management, retirement planning and advanced planning, we take a holistic, customized approach to your financial success.

We can serve you no matter where you live, preserving a most valuable resource—your time. We can assist you through video conferencing, phone conferencing, email or any means that’s comfortable for you. You don’t have to be local to be our client.

Wealth Management

With an emphasis on tax efficiency and risk management, we’ll design your portfolio according to your personal values, family circumstances, goals and time horizons. As an independent firm, we can create portfolios uniquely catered to your needs, whether you’re saving for the future, starting a business, preparing for college expenses or building a vacation fund. As circumstances change, we adapt and adjust your investments to keep them on track.

Retirement Planning

With longer life expectancies, you can expect a retirement that lasts as long as thirty years or more. When planning for your retirement income, we consider each stage of your retirement. With precision and care, we identify your assets and purposefully map out a plan that can keep you on track for a comfortable, fulfilling retirement.

Advanced Planning

We always look ahead. In planning for your future, we consider all of the pieces of your financial puzzle. We include estate planning, transfer of wealth and charitable giving in our comprehensive advance planning. You are an integral part of your family and your community, so let us help ensure that your resources go to those you love.

Take a look at some of the services we offer:

Wealth Management Services

  • Portfolio Analysis and Design
  • Asset Management and Allocation 
  • Investment Management 
  • Tax Planning 
  • Financial Planning

Retirement Planning Services

  • 401(k) Rollovers
  • Retirement Planning 
  • Income Planning
  • Traditional and Roth IRAs
  • Required Minimum Distributions
  • Company-Sponsored Retirement Plans
  • 401(k)
  • SIMPLE IRA
  • SEP-IRA
  • 403(b)

Advanced Planning

  • Estate Planning
  • Transferring Wealth
  • Stock Option Planning and Analysis
  • Insurances
  • Long-Term Care Review
  • Charitable Planning
  • Divorce Distributions

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jacki@oakleafwm.com  |  (401) 765-1711