EDUCATION PLANNING

For multi-generational wealth:

We are experts on how not to ruin your children with money. We help to prepare your “superhero” for their future, whether it be college or the transfer of wealth. 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 states’s 529 plans and are familiar with college funding options such as trusts and outright gifting. We educate our families on the impact of wealth and how to best prepare next generations.

Estate Planning

Estate Planning

For multi-generations
Tax Planning

Tax Planning

For multi-generations
Investment Management

Investment Management

For multi-generations
Risk Management

Risk Management

For multi-generations