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Financial strategies that adapt to your evolving life.

Financial strategies that adapt to your evolving life.

At Four Oaks Wealth Strategies, we provide comprehensive financial planning to individuals with pensions, both public and private. We work with individual members from over two dozen different systems and will help you understand the intricacies of your future retirement income. Our mission is to serve as a trusted resource for your financial matters.

Our Clients

We work with clients from many different areas, however our specialty is clients with pensions.

K-12 and College Employees

K-12 and College Employees

Certificated and classified employees

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Education Administration<br/>

Education Administration

K-12, Community College and Public University administrators

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Public Service

Public Service

First responders, city, state, federal, and local employees

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Entertainment<br/>

Entertainment

MPI, IATSE, DGA, WGA, and SAG-AFTRA members

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and wrote out your goals? When was the last time you made sure the actions you were taking today were actually helping you reach those goals?

Regardless of how we work together, we want to help you reach your goals. Our services are available below as individual offerings or as part of a comprehensive plan. 

Retirement

Your most important financial milestone

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Investment Management

Portfolio construction and risk management

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Financial Planning

Comprehensive financial planning covering all areas of your financial life

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Risk Management

Life insurance, including term and cash-value policies, disability, long-term care, and more

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Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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