Business Strategies


We work with business owners and their employees to administer and continually improve company benefit programs.

Our group is designed to help employers reconnect with their employees to understand the true value of their company's benefits.  We assist employers in leveraging their available resources and educating participants on making sound financial decisions.

The BlackOak Group has tailored consultation for executive level employees through Executive Benefit and Key Person Programs, as well as personal financial consulting available for all participants in Retirement Plans.

We accomplish this through our professional experience in the following areas:

Retirement Plans – Designing your company retirement plan to fit the needs of your organization now and in the future. We understand that fiduciaries must stay compliant with ever changing regulations.

Key Person Programs – Retaining and encouraging your company's most valuable asset while protecting the longevity of your organization.

Executive Benefits – These programs are an effective way to attract and retain top talent and can be tailored to reward any metric of performance.  Executive Benefit programs are customized and seek to maximize the benefit for your executives while maximizing value for your company.

Group Insurance Needs – Assisting our clients with selecting and implementing the most effective group insurance plan.


Duly registered and licensed associates of the BlackOak Group, LLC, offer securitiesthrough AXA Advisors, LLC (213-314-4600), member FINRA/SIPC, offer investment advisory products and services through AXA Advisors, LLC an investment advisor registered with the SEC, and offer annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA and AXA Network Insurance Agency of Utah, LLC in UT).  AXA Equitable Life Insurance Company (AXA Equitable)(NY, NY), AXA Advisors and AXA Network are affiliated companies and do not provide tax, accounting, legal or fiduciary advice or services.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  The BLACKOAK Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.  PPG-91768(06/14)(exp.06/16)