Products & Services

Financial Planning

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Complete Portfolio Analysis
Retirement Planning & Distribution Planning
Wealth Preservation/Estate Planning
Retail and Institutional Money Management Services
Qualified Plans & Benefits
College Funding Plans
401(k), 403(b), SEP, Simple, etc.

Investments

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Stocks/Bonds
Mutual Funds
Brokerage Accounts
Traditional/Roth IRA’s
Annuities
TPAM Accounts

Insurance

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Estate Preservation (I.L.I.T)
Disability Plans
Group & Individual Life
Group Health
Individual Life
Long Term Care Insurance
Irrevocable Trust Insurance

Fixed Insurance products and services offered through CES Insurance Agency or Oakwood Financial services, LLC.

Legal & Accounting Firms

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Our clients are afforded discount arrangements with several Legal & Accounting Firms for their needs in establishing:

Wills/Trusts/Durable Powers
Accounting & Tax Preparation

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.

Form CRS: Client Relationship Summary

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