Strategic Partners

You are under no obligation to use the services of parties listed below, and may choose any qualified professional who provides the same service. These parties and their services are not affiliated with LPL Financial or Red Oak Consultants.

Patti Goldfarb

Certified Senior Advisor, Employee Benefits Advisors Group

Whether it’s an employee benefits program, an individual health plan or a Medicare program, Employee Benefits Advisors Group can help you implement smart, affordable solutions. 

Neal  Shikes

Neal Shikes

Managing Partner, The Trusted Fiduciary

The Trusted Fiduciary provides Retirement Plan Services that raise fiduciary awareness and uncover potential fiduciary breaches to employee retirement plans. 

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