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
  

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