Oaks Financial Services
@oaksfs.com
Financial Independence Planning Our role as Financial Architects is to help you see the full picture of your financial future. We coordinate the key areas of tax, estate, and investment planning so they work in harmony. With a forward-looking approach—focused on the next 10, 20, and 30 years—we help you
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Oaks Financial Services's Brand Colors
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#5CA340
Apple
92, 163, 64
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255, 255, 255
0, 0, 100
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#666666
Dove Gray
102, 102, 102
0, 0, 40
0, 0, 0, 60
About Oaks Financial Services
Oaks Financial Services LLC is a premier financial advisory firm led by Robert (Bob) Ward, a seasoned expert with over 40 years of experience in senior-level planning across Fortune 500 companies and state agencies. As the Chief Executive Officer and Financial Architect, Bob specializes in creating tailored strategies for tax, estate, and distribution for individuals and small businesses. He is one of only 200 advisors in the U.S. trained in advanced retirement distribution research, partnering with the renowned expert Curtis Cloke.
Oaks Financial Services offers a range of solutions, including insurance products, comprehensive investment advisory services through Fountain Financial Group, and personalized financial planning aimed at securing a financially stress-free retirement. The dedicated team, including Andrew Ward in insurance and Sandy Mullin in customer service, ensures that clients receive exceptional support and timely information. Committed to educating clients and fostering long-term relationships, Oaks Financial Services stands out for its emphasis on partnership, expertise, and client satisfaction, empowering clients to achieve their financial goals.
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