Red Oak Wealth Management helps individual and business clients develop and implement custom financial strategies to achieve desired goals with a focus on risk and tax efficiency. You can't make financial decisions regarding assets until you know their purpose and the plan for distribution. Our unique approach views your assets and income in three general categories: 1. Consumption 2. Contingency 3. Legacy Each asset type has different risk and tax characteristics which impacts your liquidation strategy. We will help you develop and manage your financial playbook and give you confidence that you are on track for reaching life's goals. -------------------------------------------------------------------------------- Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. Red Oak Wealth Management is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Posts on this site may not reflect the views or opinions of NEXT. www.redoakwm.com