Capital Preservation Is The Most Important Principle

We cannot control how much the market goes up or down, but we can control risk.


Welcome to Red Oak Financial Group

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Since 1999, we have helped our clients invest through some of the most treacherous of market conditions. We help our clients with strategies for their 401ks, individual stocks, retirement plans, mutual funds, and stock options.

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With each client, we take on a fiduciary responsibility. Each month you know exactly where to allocate your investment capital and which funds to continue your contributions. If you want someone consistently watching your 401k investments on your behalf, we can help.

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Wealth building is about empowering you to make investment decisions that are in your best financial interest. Our Complete Money Counseling mission is simple. Provide a clear, actionable route so you can live the financial life you have the desire and discipline to achieve.

Not Sure Where to Start? 

Request a FREE Copy of our book, “Home Run Financial Planning.” Learn from our experience!

In baseball, you need to touch all the bases before scoring a home run. This is no different than achieving your own home run in finance….it is necessary to touch all the financial bases or you are taking undo risk. Home Run Financial Planning is about these important key bases of personal financial planning.

By knowing and implementing these key areas, you will have a better grasp on financial decisions, clearly defined personal investment objectives aligned with your values, control over your financial behavior, realization of your investment temperament, and the ability to easily track your financial progress real time.

In this book, you will learn:

  • How to develop a financial vision
  • What area of finance you should start with
  • An easy and fast way to measure your progress towards financial independence
  • The difference between investing and speculating
  • The largest financial risks to consider
  • How to organize and structure financial products in a way that helps clear the decision making process

Get clear, get honest, and achieve what you want financially. Be intentional with your finances while considering the key financial bases. You can live a less stressful financial life that will ultimately lead to a meaningful journey and less sleepless nights. Request the book, read it, and align your finances your with goals! Request your free, no obligation copy today.

Request Your FREE Copy of Home Run Financial Planning Today!

Asset Management Solutions

Whether you have a small or big question about personal finances, we can probably help. Call and ask! We will do our best to give you the information needed so you can make a good financial decision.