Investments
We offer two investment options:
- A one-time plan, most popular with D.I.Y. investors who want to ensure their strategy is appropriate. This starts at $1,125.
- Holistic investment management, including setup, administration, ongoing review and servicing. Fees for this option can be found HERE.
Life & Health Insurance
We are compensated in the form of a sales commission directly from the insurance company for which we place our client’s business with. There is no exchange of funds between the client and First Oak Financial as it pertains to the sale of a life or health insurance policy. The commission we receive does not impact our insurance recommendations whatsoever – we have a fiduciary duty to act in the client’s best interest and we strictly adhere to that.
Financial Planning for Business Owners
In addition to insurance and investments, we also offer fee-for-service planning to incorporated professionals and business owners. More information on this option can be found HERE.
Some of the concepts listed above involve complex legal and tax matters. We work with your professional advisors (if applicable) to ensure all parties are on the same page and working as a cohesive unit when implementing corporate planning solutions, particularly involving permanent life insurance.
We can refer you to tax and legal advisors if you do not have any.