WHITE OAK FINANCIAL PLANNING

White Oak Financial Planning, Inc. provides individualized, objective financial planning advice. As your planning partner, we assist you in finding solutions for the financial issues that go along with the challenges and opportunities in your life... Our flexible "as needed" approach means you are able to select the financial planning services that are right for you, at a time that is right for you. At White Oak Financial Planning, we have no minimum investment value, net worth, or income requirements. Whether you wish to pursue comprehensive planning or need direction on a specific area in your financial life, we can work with you to design strategies and solutions that meet your precise needs and are consistent with your values and goals... As fee-only client fiduciaries, we work solely for you. There are no commissions, sales incentives, or referral fees to influence our recommendations. Nor are you required to turn over your assets for management. Potential conflicts of interest..

Also known as: White Oak Financial Planning, Inc.

Primary location: Crystal Lake United States