Black Oak Asset Management Process

We take a comprehensive approach to financial planning.  Money may be the engine, but decisions drive the bus. Are you aware of, or understand all your options? An objective viewpoint, backed by experience, knowledge and in-depth resources can help you achieve your goals and dreams.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (470) 508-0508. We can schedule a time and location that’s convenient for you.  There’s absolutely no cost or obligation.

Our 4-Step Process

One of the most common questions I hear is: Will I run out of money before I run out of life? The good news is, we have the tools to explore that question together and co-create a strategy for getting and keeping on the right track for a comfortable life” – Ryan Ledden, Black Oak Asset Management