Message From Oak Leaf Financial

June 01, 2020

Our team hopes your family is staying healthy and safe.  We wanted to send a note today with a few updates.

Our office has been closed to in-office client appointments for a while now due to COVID-19 and we will be sure to make you aware when we are reopened to in-office appointments.  However, we can screen share through our financial planning software, have face to face appointments via Zoom, and are able to take orders for many transactions via the phone.  These items have allowed us to continue effectively meeting clients, but we are hoping for in-person meetings as soon as they are prudent.

We did not host the “Spring-Cleaning” event that we have in the past.  This event was held the weekend after the tax deadline.  We have had a shred truck in our parking lot to shred confidential documents and attendees have had the option to donate items to Disabled American Vets and/or The Open Door.  Because we were unable host this event, we have decided to donate the funds that we would have used to rent the shred truck to The Open Door and Feeding America.  We are aware of the many financial needs that have arose in our community due to the financial fall-out from COVID-19 and thought it fitting to give these funds.  So, thank you for the part you have played in making the donations possible.  We have not yet made a decision on if we will be hosting our annual picnic in Blackhawk Park this summer, but will keep you posted on the status.

Last, but not least, we would like to introduce you to our newest team-member.  His name is Thomas (Tom) Brand.  He started with Oak Leaf Financial Group in February as a licensed advisor and comes to us with nearly 10 years of experience in the industry.  We knew right away when meeting Tom that he would be a great addition to our team.  Not only does he have a lot of financial knowledge and similar investing philosophies to our team, but it became apparent immediately that he cares about clients and enjoys understanding client needs to help them pursue their goals.  Go to our website to learn more about Tom and the rest of Our Team

Oak Leaf Financial Group