(607) 316-7878

Red Oak Financial Management, LLC

Red Oak Financial Management, LLC

Red Oak Financial Management, LLC

Managing Director

(607) 316-7878
[email protected]

Why "Red Oak?"  Native to our service area in the Northeast United States, Quercus rubra is commonly called northern red oak, champion oak, or simply red oak.  Whether part of a forest canopy or an ornamental specimen in a formal garden, the red oak thrives in a variety of soil types and terrains.  It has a strong root system that supports trunks that grow straight, tall and rapidly and can be up to 6 feet in diameter.  Stout branches grow at right angles to the trunk and gently turn upward, creating a focus on the narrow, round top of the tree.  The pale, reddish brown wood is heavy, hard and strong and is known for it's durability and beauty. 

We can't think of a better symbol for a well-constructed financial strategy!  A client's core values create the "root system" upon which a plan is based.  A clear long term objective and systematic and regular review of those values assures that the "trunk" of the plan will grow straight.  Key goals along the way become the branches that fill-out the overall plan while supporting the focus on the ultimate goal.  With constant attention, regular maintenance and special care as needed, the long-term durability of the plan can be assured..., truly a thing of beauty! 

At Red Oak Financial Management, LLC, we provide you with guidance that can help you understand and better define your core financial values. We help you develop your ultimate financial objectives. We work with you to identify the key financial goals that will accomplish your objective.  We set the strategies for managing your cash, your debt, your investment assets and your insurance plan to help work toward those goals.  And we build the implementation plan that will set those strategies in motion. 

It is our purpose, and our passion, to help individuals, families and business owners create the right "environment" to grow their own "red oak" financial strategy.  For information on how we can help you, please call.  We would enjoy learning more about your goals and dreams.