Why Royal Oak?
We offer a full complement of wealth management, financial planning, estate planning, accounting, and tax services. Our expert team helps individuals and small business clients develop customized and realistic financial solutions that work, whether that means full-service retirement planning and investments or accounting and bookkeeping for your business.
Our financial advisors work with you – our valued client – to establish achievable goals and tailor an investment package to fit your specific needs.
What you should know about finding a financial advisor…
Find the Certified Financial Planner (CFP®) who is right for you…the one experienced and expert financial advisor well-versed in the unique needs and circumstances of your generation. Understand that your investment style at age 30 or 40 will not be the same at retirement age. Your financial advisor’s expertise and abilities should reflect that.
Know that finding that right financial advisor for you is also a process — and you may have to meet a lot of frogs before you find that prince or princess!
Finally, bear in mind that any advisor who gets a commission check before you see even one dollar from investments may not have your best interests at heart.
There’s a learning curve to this process…so take the time to do your research.
A recent new client told me that he’d met with more than a dozen other financial advisors about investments before attending one of my seminars — and it was my “tell it like it is” demeanor rather than an immediate attempt to sell him something that caught his attention. Even with his initial interest and our several subsequent phone discussions, this individual knew he needed time to think and process what I was saying before making the decision to work with me. At Royal Oak Financial Group, our financial advisors have your best interests at heart, and that shows at every level of financial and estate planning we help you with.
Contact our knowledgeable financial advisors to see if our team is right for your needs!Contact Us Today CALL: 614-842-6090