For life transitions:
When life throws us a curve many things need to be looked at and kept up to date. Life’s transitions often means a resetting of your risk profile. Risk management is a key part of a solid financial plan and needs to be apart of a person’s wealth management strategy. After all, you wouldn’t want some damage or loss to get in the way of your financial goals and dreams, would you?
Often not a consideration at many financial firms, White Oaks considers risk management to be an essential component of a successful financial strategy. Are the various policies coordinated in one’s coverage? Are there any holes that need to be filled? Are there risks that have not been considered but need to be? Peace of mind comes from the knowledge of what needs to be covered, is covered. The White Oaks’ process is designed to expose any issues and indicate a proper course of action.
A solid risk management plan that does a 360 degree assessment of the risks that need to be minimized, mitigated or insured is critical to smoothing and maintaining the path to true financial independence.
The White Oaks’ team serves as a trusted advisor to clients nationally from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area. The team is comprised of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Certified Public Accountant (CPA) and Chartered Financial Analyst® (CFA®) in cooperation with existing advisors and agents, will develop and implement a cogent plan to manage risk appropriately.