Retirement, Re-imagined
You’ve worked hard. Now, as you achieve the mid-century mark, your thoughts inevitably move toward the next stages of life. Silver Oak can help you reimagine retirement. By providing active guidance and planning in navigating this transition, we can help you create a future that is not only financially secure, but also inspiring, purposeful and fulfilling. learn more…
When Two Become One
Making smart financial decisions is especially important for women at the time of a major life transition such as divorce and widowhood. Yet, there are unique emotional, mental and financial challenges to work through when two become one. Silver Oak has the empathy, know-how to support and empower women through the unchartered territory. learn more…
Preparing Family Heirs
As your wealth accumulates, you may begin to see yourself as a family steward with financial legacy to pass to your heirs. Silver Oak can help you keep your financial house in order, align your wealth transfer plan with your personal values and best intentions, while ensuring your heirs have the knowledge and development to thrive in their independent lives. learn more…