Our financial planner with clients

 

 

 Wealth Strategies

 

 

 


We work with individuals and families in addressing the following building blocks of their financial plan – cash management, risk management, intermediate term goals, financial independence, and asset transfer.


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

Retirement Planning - Guiding your planning for the three phases of retirement; Asset accumulation, income distribution, and asset transfer.

Estate Planning - Exerting your influence on the transferring of your assets and values upon your death.

Investment Advice - Helping you position your portfolio to seek growth, income or stability as you work toward achieving your financial goals.

Insurance Review - Ensuring you, your family, and your assets are properly protected throughout your lifetime.

Education Funding - Assisting you as you seek to fulfill your loved ones’ educational aspirations.

 

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)