Our Capabilities

Planning:

Depending upon what needs are uncovered, one or more approaches may be employed as part of the planning solution. Those may include, but not be limited to, the following:

  • Development of a high-level, quick plan when needs are not particularly complex.  This is often done for no fee as it serves as much as a fact finder as a plan.
  • Development of a full financial plan based upon an exhaustive interview process, often for a fee
  • Implementation of the SilverOak Wealth Management System, which can deliver continuously-updated financial statements, projections, and analysis

Investments:

Depending upon the needs of the clients, one or more investments may be recommended, including, but not limited to, the following:

  • Equities and fixed income (bonds)
  • Mutual funds and ETFs
  • Options (as a portfolio or single equity hedge)
  • Real estate investments trusts (REITs), both listed and unlisted
  • Other alternative investments, such as equipment lease funds or 1031 exchange properties
  • Annuities (immediate, fixed, index, and variable)

Insurance:

Insurance can play a critical role in one's overall plan by mitigating risk due to death, disability, or a need for physical assistance. As such, we offer a full range of the following products, from multiple carriers:

  • Life (Term, Index Life, Universal Life, Variable Universal Life, and Whole Life)
  • Disability (Individual, Business Overhead Expense, Specialty Markets such as Professional Athletes)
  • Long Term Care