Investment Income Is The Key To Financial Freedom

We’ll help you construct the different pieces of a safe, reliable investment income so you can enjoy a stress-free retirement.


Welcome To Red Oak Financial Retirement Income

Retirement income icon


Do you want to retire now or within the next ten years? Do you want to build a safe, reliable income? Do you want to explore different investment income solutions? There are a lot of different options when it comes to retirement income. It is NOT one size fits all! We work with our clients to piece together the retirement puzzle according to their unique circumstances and desires. Retire right on your own terms. We can help.

Social Security icon


Do you want to know you made the right decision when it comes to Social Security? Know your options. You have earned the right. We can help you decipher your options so you can make the best decision for your family and you. It is important to know your bottom line income when it comes to retirement. We help you to structure your income in an efficient way that takes into account your other retirement funding vehicles.

Long Term Care icon


Do you really need long term care insurance? How much does it cost? What if I purchase it and don’t need it? Long term care is not something that any of us want to think about. Unfortunately, it is a reality that many of us will encounter whether it be personally or with a family member. The worst thing someone could do is NOT consider the consequences of having to go into a nursing home.

Life Insurance icon


Do you want to make sure you have your life insurance aligned with your financial objectives? Have you reviewed your life insurance policies according to your current and planned financial situation? Life insurance is a tool that can be used for multiple purposes if structured correctly. The key is to only have what is necessary and not overpay!

Life Insurance icon


When do I apply for Medicare? What does it cover? What do all those parts mean? Medicare has a maze of options. Medicare Part A and B are offered through the federal government while Part D is offered through private insurance companies. Finally, you have the option of Advantage Plans. Most people want to know how they work together and their best options.

Not Sure Where to Start? 

Request a FREE Copy of our book, “Home Run Financial Planning.” Learn from our experience!

In baseball, you need to touch all the bases before scoring a home run. This is no different than achieving your own home run in finance….it is necessary to touch all the financial bases or you are taking undo risk. Home Run Financial Planning is about these important key bases of personal financial planning.

By knowing and implementing these key areas, you will have a better grasp on financial decisions, clearly defined personal investment objectives aligned with your values, control over your financial behavior, realization of your investment temperament, and the ability to easily track your financial progress real time.

In this book, you will learn:

  • How to develop a financial vision
  • What area of finance you should start with
  • An easy and fast way to measure your progress towards financial independence
  • The difference between investing and speculating
  • The largest financial risks to consider
  • How to organize and structure financial products in a way that helps clear the decision making process

Get clear, get honest, and achieve what you want financially. Be intentional with your finances while considering the key financial bases. You can live a less stressful financial life that will ultimately lead to a meaningful journey and less sleepless nights. Request the book, read it, and align your finances your with goals! Request your free, no obligation copy today.

Request Your FREE Copy of Home Run Financial Planning Today!

Retirement Income Solutions


Whether you have a small or big question about personal finances, we can probably help. Call and ask! We will do our best to give you the information needed so you can make a good financial decision.