Financial Advising for Businesses

your business

Grow Your Legacy

Be the company that people stick around for.

Working together, we handcraft a financial plan complimenting your present and future goals for your business. We are in it for the long-haul – growing your business legacy, building our friendship and adapting to life’s changes along the way. There is no one size fits all. We can even help with your business legacy exit and tax plan, including forms 1031 and 453.


  • 401(k), SEP/SIMPLE IRA Plans
  • Deferred Compensation
  • Employee Benefit Programs
  • Group Insurance Plans (Health, Life, Key Person)
  • Business Insurance
  • Business Succession Planning
  • 1031 & 453

From our Business Expert

Make your money more efficient, increase profit and manage risk.

At The Oak Financial Group we help you make the best decisions by looking at the entire financial picture.