For life transitions:
Many of us have someone we want to help gain a great start on life. It could be a child, grandchild, niece or nephew, or simply another who is special in our lives. White Oaks will help prepare a financial strategy for your “superhero” to help give them a ‘leg up’ in their future, no matter whether it may be kindergarten or college.
White Oaks is familiar with the multiple wealth management strategies to prepare for the costs of education. No matter if it’s a trust, custodial account or a 529 plan we can provide relevant, fee-only objective advice to fund your desire to help. The White Oaks’ team, comprised of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, a Certified Public Accountant (CPA) and a Chartered Financial Analyst® (CFA®), has researched all 50 state’s 529 plans and are familiar with college funding options such as trusts and outright gifting. We also educate our families on the impact of wealth and how to best prepare the next generation.
As part of our overall wealth management process, White Oaks has years of experience in teaching the next generation sound money strategies and can help impart your money values as well. After all, your ‘super heroes’ not only need to have ‘book smarts’ but the ‘street smarts’ as well. White Oaks has a well laid out process to educate and inspire others on the best course of action to consider.
White Oaks serves clients globally from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area.