White Oak Financial Planning Providing Clarity and Direction for a Strong Financial Future
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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.


White Oak Financial Planning can help you figure out where you are financially today, determine how you can get to where you want to be in the future, and enjoy the journey along the way.  Anyone looking for financial peace of mind can benefit from working with a professional financial advisor either periodically or on a regular basis.

Whether it’s helping you:

  • Evaluate everyday choices and their impact
  • Get your financial life organized and under control
  • Clarify, prioritize, and achieve goals for yourself and your family
  • Better allocate your personal and financial resources to live the life you want
  • Create and preserve wealth
  • Minimize risk and costly mistakes
  • Cope with financial decisions of life-changing events such as divorce, job loss, financial windfall
  • Generate adequate retirement income
  • Reduce the risk of financially devastating events
  • Determine the right investments that coincide with your values, goals, & risk tolerance
  • Monitor your investments and rebalance your portfolio at periodic intervals
  • Plan for major purchases such as new home, car, college, wedding, travel
  • Reduce your tax burden
  • Ensure a safety net for your loved ones
  • Establish charitable legacies
  • By serving as a sounding board and information resource

…we’re here for you.  Listening to your concerns and what’s important to you, understanding your goals and values, evaluating your current situation, and then developing a sensible financial plan designed to address your precise needs and help keep you on track.

We offer a broad range of services that include:

  • Coordinated Personal Financial Planning
  • Cash Flow, Budgeting, and Debt Management
  • Investment Portfolio Analysis, Allocation, and Strategies
  • Retirement Planning Strategies
  • Education Funding Advice
  • Lump-Sum Distribution Advice
  • 401(k) and 403(b) Investment Selection and Rollover Strategies
  • Stock Option Strategies
  • Life-Changing Events Planning
  • Estate Planning Review
  • Life, Disability and Long-Term Care Insurance Needs Analysis

Contact us today to schedule a no-obligation, Get Acquainted Meeting.


Our Commitment

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

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