WHAT WE DO
At Willow Oak Wealth, we're all about real connections with our clients. Our objective is to cultivate robust relationships, ensuring peace of mind. Clients can trust that, regardless of life's challenges and changes, we stand by them, well-prepared to support them every step of the way. Let Willow Oak Wealth guide you to financial stability and success. Your peace of mind starts here!
SERVICES
We guide clients in identifying and reaching their financial goals through strategic planning. Together, we determine the necessary resources, timeframes, and budgets for achieving these goals. Whether you’re wanting to manage your cash flow and debt or save up for your kids’ college expenses, our focus is on crafting effective financial plans that maximize the likelihood of financial independence and sustainable retirement, adjusting strategies as needed for optimal outcomes.
Ready to build your wealth? Our investment services are all about tailoring a strategy that suits your short-term and long-term goals. Through personal discussions in which goals and objectives based on your particular circumstances are established, we develop a tailored investment strategy, incorporating an asset allocation target to optimize portfolio management. This personalized approach ensures that our clients receive comprehensive guidance and strategic solutions aligned with their unique financial objectives.
Life’s full of surprises, and we’re here to help you navigate them. We make sure you’re covered and have a safety net for the unexpected. A risk management assessment evaluates your exposure to major financial risks, including premature death, disability, property and casualty losses, or long-term care needs. We offer guidance on minimizing these risks, weighing the costs of insurance against the benefits, and considering the potential expenses of not having insurance (“self-insuring”).
Nobody likes surprises when it comes to taxes. We’ll work with you and your tax professional to create a tax strategy that not only meets legal requirements but also maximizes your savings. Guidance may encompass strategies to reduce both current and future income taxes within your broader financial planning framework. We may suggest specific accounts or investments based on their “tax efficiency,” acknowledging the potential impact of future changes to federal, state, or local tax laws and rates on your situation.
Our consulting services cater to clients involved in various stages of business ownership, including those currently running a business, contemplating a startup, or strategizing an exit plan. In this collaborative engagement, we conduct a comprehensive assessment of your present business landscape, ascertain your objectives, and formulate a strategic plan specifically tailored to achieve your goals. Whether it’s optimizing existing operations, planning for a new venture, or orchestrating a seamless exit strategy, our consulting expertise aims to guide you through every aspect of your business journey.
We help you map out a personalized retirement plan that ensures your golden years are everything you’ve envisioned. We understand that planning for the future is about caring for your loved ones. With our estate planning services, we’ll help you create a roadmap for your assets, ensuring a smooth transition and peace of mind for you and your family. Our services encompass an analysis of your exposure to estate taxes and current estate plan, including wills, powers of attorney, trusts, and related documents. Advice extends to minimizing future estate taxes through strategic planning, incorporating applicable trusts. We create a holistic experience for our clients by collaborating and working with attorneys who specialize in estate planning.
The Willow Oak Wealth team is committed to being an authentic partner to our clients. We are relentless in providing tailored solutions that take into account both rational and emotional needs. As skilled problem solvers, we strive to be a real part of our clients’ lives by practicing compassion and going the extra mile. Our goal is to foster strong relationships and provide peace of mind, so clients know that no matter what happens in life, we are here for them and they are well-prepared.
Compassionate to the Core
We hear you and are here for you.
Clear Communication is Critical
We keep it clear and simple.
A Passion for Problem Solving
Together, we’ve got this.