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 clientAnalysis of informationPropose solutions
After client discussions, implement the preferred solutionsMonitor and reportMake changes if necessary
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement