What can we do for you?
Our practice of Connected Customization means services vary based on your individual needs.
Any service we offer begins with looking at the what to figure out the why. When you come to us, we assess every aspect of your finances, from large scale investments to daily spending habits, to make sense of how your money can best serve you.
Whether you contact Oak Maple with a financial plan already in place and simply want to have a sounding board or hammer out details, or whether you show up with a shoebox full of receipts and a heart full of anxiety, once you connect with the team at Oak Maple, you are not alone. We aim to provide that deep peace of mind that comes from being organized and feeling understood. We will work with you until your plan feels right for you.
Our guarantee: in good times and in bad, you can count on us to listen, assess your changing needs, and walk with you every step of the way.
When creating your customized financial plan, we offer:
Wealth Management
Incorporating planning your resources to support your desired life, providing ongoing support, and managing your portfolio.
Investment Planning
Aligning your portfolio with your goals, while emphasizing simplicity, humility, and tax and expense efficiency.
Tax Strategies
Evaluating opportunities for tax savings in the current year and looking ahead.
Retirement Savings and Income Planning
Assessing preparedness for retirement, and recommending actions that could make financial independence a step you take with confidence.
Estate Planning
Framing the complexities that already exist in your financial life to make administration of your assets easier for those who will be responsible after your death.
Risk Management and Insurance Planning
Scanning your landscape and horizon for potential hazards, and recommending mitigation strategies to address the risks.
Charitable Giving Advice
Hearing your personal philanthropic ideas and helping to navigate around roadblocks that may prevent you from acting on your intent.