Free Consultation

To schedule your free consultation, please call me at (248) 312-7217 or email our office at [email protected] to check dates for availability.

The following items would be helpful in assisting in the evaluation of your household situation:

Social Security projections or actual figures
Pension projections or actual figures
Investment statements: i.e. IRA, 401(k), etc.
Previous year tax return
Mutual Fund statements
Insurance, Annuity or other financial statements
Will or Trusts

Looking forward to meeting you

Sincerely,

Roman Batschynsky CFP®
President & Founder
Oakwood Financial Network L.L.C

Schedule an Appointment

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

Be aware: Oakwood Financial Network is not a lender. If you receive any communication associated with a loan request, please ignore as this could potentially be fraud.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, IN, MI, MN, PA, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Privacy

Form CRS: Client Relationship Summary