Financial Services

Staying on track to reach your long-turn financial goals while balancing all of life’s activities can be challenging.  That’s why you need a professional you can turn to for trusted advice and guidance when it comes to your finance and investment plan.

Financial Planning

Whether you are in the wealth creation, wealth preservation or wealth transfer stage, let Red Oak create the right plan for you. We’ll take holistic approach to your finances, considering your budgeting & current cash flow, retirement planning, education funding, insurance needs, tax planning, estate planning, long-term care planning and distribution strategy to ultimately formulate an action plan so we can achieve your goals, together.

Estate Planning

A sound clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life. As your advisors, we will work with your legal and accounting experts to develop personalized strategies for managing your inheritable assets.

Retirement Planning

Retirement is a new phase in life, and we’re committed to guiding our clients and managing their assets so that they feel comfortable and confident about the future. Our approach is personalized and thorough, considering your current finances, investments, healthcare considerations and establish contingency plans for a surviving spouse, so that this transition is made in the most efficient and worry-free manner. Our goal is to partner with you in finding financial freedom so can enjoy the retirement lifestyle you want.

Investment planning

Our financial planning and investment management programs are carefully linked. We work to protect the wealth you have already accumulated by thoroughly evaluating and minimizing the risks you face. Then we establish a plan for growing your wealth and preserving your wealth, so that you can move toward your most important financial goals.

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Insurance

Insurance planning can be an overwhelming process. We work hard to provide solutions for clients tailored to their unique situation. Our goal is to explain what your options are in a way that is easily understandable, before your plan is implemented. Once we determine the appropriate solutions, we’ll help you take the necessary steps to implement your plan. We can assist you with Life, Disability and Long Term Care Insurance Planning.

Ready to start a conversation?

Certain representatives of Red Oak Capital Management are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc.  Check the background of this firm on FINRA’s Brokercheck.  Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054.  800-637-3211.  Advisory services offered through Hayden Royal, LLC, an SEC-registered investment advisory firm. Red Oak Capital Management may only conduct business with residents of the states for which they are properly registered.