We specialize in helping our clients develop and create a financial planning roadmap of how to achieve their goals. Planning can be the most important, and often overlooked, element in financial success. Topics in a comprehensive financial plan may include saving for retirement, spending during retirement, saving for a home, insurance coverage, education savings plan, investments, tax and estate planning.
Oak Street Advisory Group provides financial planning and retirement planning services for a one time flat fee. Fees for financial and retirement planning services range from $500 to $5,000 depending on the complexity of the analysis needed. The first meeting is complimentary (thirty minutes).
There are six steps in the financial planning process:
What Can We Do For You?
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