At Oak Leaf, we know how important financial planning and wealth management is for each client. We know that having a financial plan in place helps give our clients peace of mind and enjoy their retirement years as they’ve always envisioned.
We offer complimentary consultations for new clients. This is an in-person visit or a phone call, during which our advisor collects some basic information from you.
Financial planning advice is best given when the advisor has a good understanding of your personal goals and objectives, fears and concerns, dreams and aspirations. Therefore, it is imperative to your future financial success that we are able to obtain your complete financial information—not just a part of your financial affairs. We request that you provide full details on personal assets, investments, pensions, and real estate. Below is a list of the documents and information we request that you bring to your first advisor meeting.
Commonwealth Financial Network does not provide legal or tax advice.