Building Lifetime Relationships 

Your Future. Your Values. Our Commitment. 

Who We Are

Red Oak Consultants is an independent financial services firm, dedicated to building relationships with our clients based on trust, objectivity, industry expertise and exceptional client service. We place your future and your values at the center of what we do.

Client Centered

After more than 30 years as financial services professionals, it has become apparent to us that people gravitate toward a trusted advisor, coach, steward of their assets, and someone they can feel comfortable with. We take our responsibility to you and your family very seriously, and beyond this, hope to develop a friendship that will last for many years to come.

As life can become more complicated, so does making informed financial decisions. It's our job to educate you on the importance of taking the time to create a personal financial plan, and the difference this can make in achieving your long-term goals. 

We are also passionate about giving back to communities in need, and have worked with many charitable organizations over the years. Visit our Community Outreach page to learn more.

Insights

<p>Healthy Body, Healthy Pocketbook</p>

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
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<p>To Catch a Thief</p>

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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