oaksfinancialmgmt.com

Oak Financial Management

TIED TO LONG-TERM GOALS. Has provided financial peace of mind to our high net worth and business clientele for over twenty years. We specialize in offering a complete approach to all aspects of personal and business financial management. We are discreet, reliable, precise and easy to work with. While some clients use our full range of services, others need only a portion. Some clients have their financial team already in place and simply need our bookkeeping, recordkeeping and communication exper...

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Oak Financial Management | oaksfinancialmgmt.com Reviews

<META> DESCRIPTION

TIED TO LONG-TERM GOALS. Has provided financial peace of mind to our high net worth and business clientele for over twenty years. We specialize in offering a complete approach to all aspects of personal and business financial management. We are discreet, reliable, precise and easy to work with. While some clients use our full range of services, others need only a portion. Some clients have their financial team already in place and simply need our bookkeeping, recordkeeping and communication exper...

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1 bookkeeping

2 and recordkeeping

3 business

4 management program

5 tax planning and

6 audit representation

7 financial strategies

8 retirement and

9 estate planning

10 education planning

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bookkeeping,and recordkeeping,business,management program,tax planning and,audit representation,financial strategies,retirement and,estate planning,education planning,insurance and,risk analysis,making a difference,oaks financial management,website design

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Oak Financial Management | oaksfinancialmgmt.com Reviews

https://oaksfinancialmgmt.com

TIED TO LONG-TERM GOALS. Has provided financial peace of mind to our high net worth and business clientele for over twenty years. We specialize in offering a complete approach to all aspects of personal and business financial management. We are discreet, reliable, precise and easy to work with. While some clients use our full range of services, others need only a portion. Some clients have their financial team already in place and simply need our bookkeeping, recordkeeping and communication exper...

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oaksfinancialmgmt.com

1

Oak Financial Management

http://www.oaksfinancialmgmt.com/financial-strategies-tied-to-long-term-goals.html

TIED TO LONG-TERM GOALS. Goals that have been mutually established provide our clients with the satisfaction of knowing that their money is working hard for them. This analytically-driven approach draws information from a vast array of professionals in a number of relevant fields. We then provide regular monitoring of your portfolio’s performance and each segment’s performance against its benchmark, so that our clients can easily see and understand how their investments are performing.

2

Oak Financial Management

http://www.oaksfinancialmgmt.com/insurance-and-risk-analysis.html

TIED TO LONG-TERM GOALS. INSURANCE AND RISK ANALYSIS. At Oaks Financial Management we approach the decisions surrounding insurance with the same analytical approach employed in all financial issues. The question is how to properly manage risk while keeping insurance affordable and within budget.

3

Oak Financial Management

http://www.oaksfinancialmgmt.com/tax-planning-and-audit-representation.html

TIED TO LONG-TERM GOALS. Strategic tax planning, in all phases of an individual's life, is vital in building personal wealth. We continuously work with our clients’ accountants and investment managers to insure that they are provided with the most up-to-date information.

4

Oak Financial Management

http://www.oaksfinancialmgmt.com/bookkeeping-and-recordkeeping.html

TIED TO LONG-TERM GOALS. At Oaks Financial Management we pay your bills, handle your checks, deposit your income and manage your credit cards. We provide you with a comprehensive summary of all cash flows and transactions that occurred during the previous period. This review is organized in a fashion that is easy to read and understand. Importantly, you will see what actions can be taken to improve your financial well-being.

5

Oak Financial Management

http://www.oaksfinancialmgmt.com/business-management-program.html

TIED TO LONG-TERM GOALS. We provide our clients with a simple program that helps consolidate and organize documents and data, ultimately providing the foundation for a complete personal financial review. This initial review analyzes current strategies and recommends changes designed to preserve and protect assets, while minimizing expenses. PLANNING: SHORT AND LONG RANGE. Guaranteed regular reporting provides the basis for control and the analysis of your assets and cash flows. We review all of your ...

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Oak Financial Management

TIED TO LONG-TERM GOALS. Has provided financial peace of mind to our high net worth and business clientele for over twenty years. We specialize in offering a complete approach to all aspects of personal and business financial management. We are discreet, reliable, precise and easy to work with. While some clients use our full range of services, others need only a portion. Some clients have their financial team already in place and simply need our bookkeeping, recordkeeping and communication exper...

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