PREPARE. PRESERVE. GROW. Your goals, needs, and situation are unique. Your financial strategy should be too. At Tall Oak Private Wealth, we specialize in working with medical professionals, business owners, wealthy families, and farm families and businesses in conjunction with their professional circles, by developing tailored independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth. We are an independent advisory firm and offer personalized recommendations and services, applying our knowledge and insight to the specific areas that are right for you. We understand how to navigate the complexities of your situation and are here to help preserve and grow your wealth. We offer insights and strategies from the highest professional standards of training and expertise and invite you to reach out to us to see how we can help you with your life or business vision. Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNn Raymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com