Our Services

Many are on a personal quest to find a financial advisor that will help them feel confident about their financial path. You work hard for your money and want to know that you are doing things to help keep it and hopefully grow it. Many would like someone to collaborate with on their financial decisions and would like to focus on how to take their financial goals and turn them into strategies that can be pursued over time. That’s why we would like to join you in simplifying your financial lives. We will work with you to determine your long-term objective, create a plan designed to help you pursue them, and work with you along the way by helping to make adjustments as needed.

At Oak Leaf Financial Group, we use a combination of investments, financial risk management such as life insurance, annuities, as well as business, estate and retirement planning. We help our clients set a course for financial independence for themselves, their families and their businesses.

Our Team’s commitments to you:

  • To provide exceptional service and meaningful advice to help you pursue your goals.
  • To consider your best interests.
  • To explain our business and education backgrounds, years of experience and professional designations.
  • To explain potential future returns and value, what to expect from any product we offer and other recommendations including transactions, service, and investments.
  • To communicate important details of our services, transactions, investments, or products and make our clients aware of risks that may affect performance or value.
  • To respect the confidentiality of your information shared with us or collected during our business activities.
  • To consistently educate ourselves to help ensure we are knowledgeable with new laws and regulations in our industry.
  • To uphold our ethical responsibilities while focusing on the financial objectives, values, and legacies you wish to fulfill.

We are excited about the knowledge, experience and real passion our team has to continue to serve you.

Financial Planning

Retirement plans

Investment plans

Insurance Plans

Tax Plans

Debt Management

Estate Plans

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Insurance

Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rmoir@oakleaffg.com | 651-452-8050