Black Oak Asset Management Information

Our mission is to deliver peace of mind to our clients through sound counsel so that they may focus on the meaningful areas of their life and their community. Securities and Advisory Services offered through Silver Oak Securities, Inc. Member FINRA & SIPC OUR SERVICES To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. At Black Oak Asset Management, we offer you the following services: Retirement Income Strategies Wealth Accumulation Asset Protection Annuities Life Insurance Tax Minimization Strategies Long-Term Care IRA & 401(k) Rollovers In addition, we can refer you to professionals who provide the following services: Trusts Probate Charitable Giving Estate Planning Tax Planning IRA Legacy Plannning Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.