Skip to content

Giving you peace of mind.

White Oak Financial Specialists, Inc.

Contact Us (919) 590-9890

Financial Advising & Planning

White Oak Financial Specialists, Inc.

We forge a partnership with our clients to provide comprehensive financial planning services including investment management, retirement planning and risk management. While retirement is at the top of our list for all of our clients, a review of their entire financial situation is required to provide prudent recommendations. A financial plan can be years in the making and must evolve as our lives change. Whether that process includes education funding, estate planning or protecting the wealth that takes a lifetime to build, we can help make sense of the options available to our clients.

Creating Financial Freedom!

Personal Financial Planning

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Small Firm Personality

Big Firm Capability

Stay In Touch