Wealth System

The SilverOak Financial Group Wealth System gives you the ability to consolidate and organize all your assets in the same place at the same time. Imagine a single platform through which all your financial matters may be managed: your assets, your private documents, your financial and estate plan, your retirement and cash flow models.

SilverOak Financial Group Wealth System helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.

On a single, online platform, we consolidate the following financial items:

  • Financial goals/plans
  • Balance sheet/net Worth statements
  • Asset allocation strategy
  • Account aggregation
  • Cash flow
  • Retirement projections
  • Trusts, Wills, Tax Returns, Insurance Policies and other critical documents
  • Insurance coverage and summary
  • Estate plan
 

The benefits of the SilverOak Wealth Management System are clear:

  • Immediate access to all financial related matters in a single location
  • Current information
    • Your accounts and assets are always current
    • Your balance sheets are updated daily
    • Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis

Click here to access login SilverOak Wealth Management System