Our Core Values

The financial professionals at Four Oaks Financial believe in helping clients work toward true financial independence. To do this, we aim to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Through education, training integrity, and outstanding customer service, we strive to build long-term relationships with a trusted financial confidant.

Independent

Our independence allows us to select investment options and insurance products that work best for our clients above corporate profits.

Transparent

Better understand your portfolio and regularly meet with a financial professional to know exactly where you stand on the road to retirement.

Accountable

We take accountability for our work. If there’s ever an issue or an area of concern, we’ll be here to provide the answers you need.