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 personalized, unbiased advice to our clients.

The 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


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.