White Oak Financial Planning Providing Clarity and Direction for a Strong Financial Future
Home Page About White Oak Financial Planning Inc. Our Process Client Forms Frequently Asked Questions Contact Us

White Oak Financial Planning, Inc. is no longer
accepting new clients.

Here are two good resources for finding fee-only financial planners in your area: www.garrettplanningnetwork.com and www.napfa.org.



All content on this site is for informational purposes only.  Opinions expressed herein are solely those of Mary Alice Fellers, Principal, White Oak Financial Planning, Inc., and her editorial staff.  Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites can be accessed through this website.  The information on these other sites are created, posted, and maintained by entities that are independent of White Oak Financial Planning, Mary Alice Fellers, and whiteoakfinancialplanning.com.  Mary Alice Fellers does not endorse, approve, certify, or control these external websites, and does not guarantee or assume responsibility for accuracy, completeness, efficacy, or timeliness of content located at such websites.  Reference therein to any specific product or service does not constitute or imply endorsement, recommendation, or favoring by any member of White Oak Financial Planning, Inc.  Fee-only financial planning and investment advisory services are offered through White Oak Financial Planning, Inc., a registered investment advisory firm in the State of Illinois.  The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Illinois or where otherwise legally permitted.


All rights reserved.  All material contained herein is copyright protected and may not be reproduced in any manner without written permission of the copyright owner.  Certain text, articles and White Oak Financial Planning, Inc. logos: © 2005-2006 White Oak Financial Planning, Inc. Mary Alice Fellers, Principal. Other text, articles and GPN logos:  © 2000 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. “Building Brighter Financial Futures” and “Financial Planning and Advice for Everyday Life” and “Hourly, As-Needed Financial Planning and Advice for Everyday Life… The New Choice for Smart Consumers” are GPN-trademarked slogans™.

820 E. Terra Cotta Ave., Suite 205  •  Crystal Lake, IL 60014

Home  | About Us  | How We Can Help  | How We're Different  | Our Process  | Forms  | Disclosure  | FAQ  | Articles  | Helpful Links  | Contact Us

©copyright 2005-2016, White Oak Financial Planning Inc. All Rights Reserved