One-Stop Shop
Wealth management is more than just investment advice.
While investment management and retirement planning are at the core of what we do, our clients typically need expertise in other areas. So we found it for them.
Great Oak Capital Partners receives absolutely zero compensation from any of these folks or their firms. Nada. Zilch. We are truly fee-only. What we do receive is confidence in knowing the job will get done right by people we trust.
Estate Planning
Ashley Evirs of Dalton & Finegold, LLP is our go-to attorney for clients who need wills, trusts and any other estate planning tool, throughout all fifty states. Top-notch expertise, a fair price, and a willingness to meet at her offices or ours has won us over.
Life Insurance
We don’t like life insurance. Most of it created to make the agents and their company a bunch of money…at your expense. We do not sell any insurance. But occasionally, a client needs some term insurance or something similar. That’s when we are lucky to have Dave at BSMG. John and Bill have known Dave Camelio for what seems like forever. Bill would trust his son Quinn with Dave. And when we help a client determine exactly what insurance they may need, we trust Dave to find the most cost-effective policy and walk our client through the entire process.
Retirement Coaching
You’ve retired. Now what?! For those who struggle with what to do next and find their purpose, meet Gordon McKinnon. This time, we’ll let him do the talking:
