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>Saving for College</p>

Saving for College

This calculator can help you estimate how much you should be saving for college.
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<p>Insurance Needs Assessment: When You're Newly Married</p>

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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<p>How Will Working Affect Social Security Benefits?</p>

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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