Our Process

Our Process

The professionals of SilverOak Financial Group believe in a needs-based approach to our clientele. We seek to understand and analyze and then discuss solutions. Coupled with our independence from our product manufactures, we believe this helps us deliver first-class, unbiased advice to our clients.


 

 

 

 

 

 

 

 

 

 

 

 

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A summary of that overall process:

  • Detailed questions and answers with new or existing client
  • Analysis of information
  • Propose solutions
  • After client discussions, implement the preferred solutions
  • Monitor and report
  • Make changes if necessary