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Old Oak Financial Planning, Inc.
       
 
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Old Oak Financial Planning, Inc.
 
 
Overview: 

We are an independent, full-service, fee-based financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

   Investment management
   Retirement strategies
   Cash flow analysis
   Estate planning
   Tax management
   Children's education analysis
   Mortgage search services
   Insurance and annuity products
   Elder care issues
   Auto leasing analysis
   Stock option planning
   Concierge services


 
 
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