Our mission is to provide our clients with comprehensive financial and life planning, guiding them towards a future that aligns with their unique challenges, goals, dreams, and objectives. Education is at the core of our approach, ensuring our clients have a complete understanding of their financial and life plans, empowering them to make sound decisions about their future. Establishing Strong Rel
ationships: We prioritize building strong, personal connections with our clients to develop comprehensive financial and life plans.
2. Strategic Partnerships: We collaborate with other professionals to facilitate and monitor each client's long-term financial goals.
3. Cutting-Edge Technology: Utilizing the latest technology and client reporting systems to enhance our services.
4. Educational Seminars: Offering complimentary educational seminars for clients' friends, family, and co-workers.
5. Referral Options: Providing clients with multiple referral options, including accountants, attorneys, trust services, insurance, and more, ensuring a comprehensive financial plan.
6. Free Initial Consultation: Offering a free, no-obligation initial consultation and analysis for all prospective clients. Financial and Life Planning Services:
• Personalized Investment Portfolios
• Financial Planning
• Retirement Planning
• Family Budgeting/Cash Flow/Income Illustration
• Social Security Benefits
• Legacy Planning
• Small Business Planning
• Mortgage Planning & Review
• Income Tax Evaluation, Planning & Reviews
• Education & College Savings Planning
• Philanthropic and Intergenerational Gifting
• Employee Retirement and Benefit Plans
• Employer Retirement Plans (401(k)/403(b))
Insurance Services:
• Life Insurance Policies Review
• Long Term Care Evaluation
• Health Insurance (Private, Medicare, Company)
• Disability Insurance
• Liability Insurance Evaluation (Homeowners/Auto/Umbrella)
Estate Planning:
• Estate Plan Review and Creation (Trusts, Wills, etc.)
• Beneficiary Designations
• Special Needs Trusts
• Powers of Attorney for Finances
• Health Care Advance Directives
Other Services:
• 72(t) Illustrations
• Severance Package Reviews
• Analysis and Assistance with Acquisitions/Sales of Real Estate
• Analysis/Creation of Shareholder Agreements
Concierge Services (Aggregated Accounts of $1M or more):
• Philanthropic Gifting
• Trust Services
• Competitive Lines of Credit
• Financed Life Insurance
• Tax Planning and Optimization
• High Net Worth Strategies
• Family Wealth Transfers
• Income Distribution Strategies
• Business Valuations
• Assistance with Sales/Transfers of Businesses
At Red Oak Advisors, we are dedicated to your financial success and well-being. Let's navigate the path to your future together. IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Red Oak Advisors provides advisory services through Rossby Financial LLC, a Registered Investment
Advisor. Rossby Financial LLC does not offer tax or legal advice.
