Red Oak Financial Group

Red Oak Financial Group is a preeminent fee-based financial planning firm with over 15 years experience in asset management, retirement distribution, asset protection, risk management and wealth transfer strategies. We provide clients with retirement and estate planning, as well as related estate tax, investment and insurance strategies. We are a m... ember of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients. Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of the Lincoln Financial Advisors "Serve First" philosophy. And these are the commitments we make to each of our clients. If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.Read More