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Financial Planning and Investment Strategy

Four Oaks Financial, LLC is completely focused and dedicated to our clients by helping them manage and pursue personal financial independence.

We help clients identify their biases, attain confidence and understand how these affect the way they think and make decisions about money for themselves and the people and causes they truly care about.

What matters in the end is not the securities you select or the strategies you pursue, but whether your financial portfolio enables you to live the life you’ve envisioned.

We offer financial advice, meaningful information, and timely research, all backed by the highest standards of integrity and service. We will work with you in implementing strategies to help you manage and enhance your personal financial future.

Wealth Services

Four Oaks Financial works toward balancing your need to have capital on hand today with longer-term goals for invested assets. We do all of this while taking into account your investment objectives, risk tolerance, tax liabilities, family considerations, and much more.

This is done in four strategic ways.

Investment Strategy

Let us invest with your level of risk tolerance and long-term goals in mind.

Retirement Strategy

Plan, save and keep expenses in check during your golden years.

Insurance Strategy

Get the insurance products you need to mitigate the impact of major life events on your assets

Asset Management

We manage your wealth and help create a legacy that spans generations.

How we do business

Our experienced professionals have helped many people just like you pursue their financial objectives.

What we can offer you

We educate our clients and take the mystery out of investing, insurance, estate conservation, and managing wealth.

Our professionals

Our team approach offers a range of services to provide more benefits to our clients.

Discover Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Contact Four Oaks Financial