Broker Check

Our Services

At White Oak Financial Specialists, we provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • Common Stocks
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRAs
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
 

Financial Planning

  • Comprehensive Financial Plans 
  • Retirement Planning
  • Tax Efficiency Planning
  • 401k Planning
  • 403b Planning
  • Education Funding Plans
  • Estate Plans
  • Stock Option Analysis
  • Money Management and Budgeting
  • Profit Sharing Plans
 

Risk Management 

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance