At Full-Service Financial, we focus on YOUR goals and your personal situation. There are no one-size-fits-all financial strategies. We create a unique professional approach for YOU.

We put the needs of our clients first

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What does your retirement look like for the future?

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Live for Today | Plan for Tomorrow

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Welcome

At Silver Oak Securities, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. That's where we come in. We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.


Our Services

Investments

Bonds
Common Stock
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance

Working Together

Our Firm

I founded my firm with the goal of assisting my clients in every aspect of their financial lives. I strive to help create financial independence, stability, and security one client at a time.

Our Commitment

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation are vital to successfully making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at  (912) 530-7030.

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6 Reasons to Work with a Financial Professional

Here are six reasons to work with a financial professional no matter what life stage you’re in.

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Putting Together the Retirement Income Puzzle

What key pieces will make up your retirement income puzzle?

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These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Calculators

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.