Big Enough to Serve You.
Small Enough to Know You.
Red Oak Financial Group
Unlike many other firms that try to do everything, our focus is on retirement and legacy building. You may be considering retirement and need some help planning. Or you may already be retired and want to make sure your money lasts. We can help!
And if you are seeking to create a legacy for the next generations, we are here for you and your family’s goals.
Integrating Money & Meaning Since
1978
What We Do
“Character is like an oak tree and reputation like a shadow. The shadow is what we think of it; the tree is the real thing.”
-Abraham Lincoln
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Comprehensive financial planning and investment strategies to assist clients with making well-informed, important life decisions related to their wealth
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Objective and transparent investment solutions and long-term strategic planning tailored to the specific portfolio goals and mission of each client.
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Objective and transparent investment guidance with comprehensive service solutions for 401(k)s, 403(b)s and non-qualified deferred compensation plans.
Who We Serve
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I'm Working
We strive to help you create a lifetime stream of income so you can retire according to your dream.
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I'm Retired
You should be enjoying your retirement. Are you retired & concerned about being financially secure?
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I'm Building a Legacy
Our goal is to preserve and grow your assets so that you can leave a legacy for the next generations.
The Red Oak Difference
We seek to provide unparalleled service to our clients in the way of response time, professionalism, reliability, and expertise. Our collaborative team approach at Red Oak Financial Group is one of the qualities that makes us uniquely different from many other financial advisory practices nationwide. This approach allows us to fulfill our unyielding pursuit of best practice industry knowledge, ethical financial creativity, and consummate service for our clients.
Our Core Values
Knowledge
We strive to be the master of our craft in every way possible. In whichever regard we are asked to advise you, you can be sure our unique collaborative team environment will get you the answers and guidance you deserve.
Integrity
Part of being a fiduciary means living by the highest of standards for a financial institution. Put another way, if it is not good for you, the client, we do not do it. Earning your trust day in and day out is our number one priority.
Family
The one value that keeps us strong above all else is our commitment to the family values of support, teamwork, and sacrifice. We are here for you because you are not just a client, but an extension of our Red Oak family tree.