GETTING RESULTS

At Oaks Financial Management, we provide our clients with comprehensive reporting on a regular basis that they can count on. Quarterly and monthly reviews, measured against your long term goals and strategies are provided and discussed. This fully integrated approach to financial well being is at the heart of our highly successful Business Management Program.

TESTIMONIALS

“I come from a well-known California family and I’m extremely private about my money. In the twenty years that we have worked together, there hasn’t been the slightest cause for me not to trust them.”  J.M.H.   

“We’ve worked with the folks at Oaks Financial since 2001, and they’ve been key to getting us financially organized. From handling inheritance issues, creating 529k college plans, organizing and helping to create our estate planning and trusts, paying bills, and giving us quarterly financial reports—they do it all. We’ve been very happy with them.”    S.B. & C.B.   

“I’ve been a client since 1992, and have recommended Oaks Financial Management to many of my colleagues over the years. They’re organized and easy to work with. They send me regular financial reports that are clear and understandable, and they work well with my accountant to get me the information I need to make important decisions.”    E.C.