While the idea of retiring completely from work is somewhat foreign to some of our business executive clients, the desire to be independent from the need to rely on employment for meeting day-to-day needs is nearly universal. Some may never retire because they love what they do. Others are willing to move on to a new adventure in their lives. The White Oaks’ process can identify, clarify and provide a realistic path forward to meet current and ongoing needs. A wealth management strategy will be customized to meet your specific needs and goals as a business executive.
As a trusted advisor for business executives, we will help you understand how much you need to “ring the bell” and to be truly financially independent. White Oaks will provide multiple scenarios, based on possible deviations that could possibly occur, to plan for unforeseen events and circumstances. Our experience as a trusted advisor, to many business executives, provides us with the insight and experience to help business executives prepare effectively.
Whatever your goal, the White Oaks’ team, comprised of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Public Accountant (CPA) and a Chartered Financial Analyst® (CFA®) with over 75 yeas of combined experience, can bring all parts of your plan together in a comprehensive manner.
White Oaks serves clients globally from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area.