Fiduciary advisor team at Scarlet Oak Financial Services
Financial Planner
We will work through the process to identify your needs, goals and strategy, and put your plan into action
Retirement Planner
Are you nearing partial retirement or considering retiring completely? What is your income distribution plan? We can plan for a specific retirement date but our final end date is a mystery. Will your resources last as long as you?
Wealth Advisor
Our advisors will provide you with independent and custom-tailored investment analysis and advice
Business Benefits
You’ve worked hard to get where you are. As a successful entrepreneur, there is much to consider when it comes to taking care of yourself as well as your business.
Things to know about us! Facts about our services and team
- Holistic planning team
- Fee Based Consultants
- Institutional Share Class for Mutual funds
- Alternative investments
- Insurance- Life, Disability, Long Term Care and Annuity options
- Angie is celebrating her 25th year in the business
- Faye is celebrating 14 years in the business
- New Medicare supplemental and advantage plan options
- We provide group and one-on-one education on a variety of topics
TIPS, NEWS & VIDEOS Your Money Advice Blog
The Impact of Oil and Elections- Atlanta and Beyond
Last week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for the week.[1] The S&P 500 increased 2.13%, the Dow added 2.84%, and the NASDAQ was up 0.68%.[2] International stocks in the MSCI EAFE had slight growth, ending the week up 0.20%.[3] From interest rates to…
Downpayment Assistance Programs in Atlanta
Buying a home is part of the American dream, and plenty of people living in and around Atlanta hope to purchase a home of their own someday. That day could be closer than you think, if you take advantage of one of the many programs available to help with the down payment. Coming up with…
Profit from A Conservative Administration in Atlanta
While your long-term investment strategy shouldn’t change every four years, you may be able to maximize financial growth by investing in stocks that stand a good chance of winning out in the short term through tax policy, legislative changes, and other political actions. With a Republican administration in charge of Washington, it’s a good idea…