Atlanta
Scarlet Oak Financial Services

 

Mon - Fri 9.00- 5:00
APPOINTMENT ONLY

Atlanta Financial Services – Scarletoakfs

Fiduciary advisor team at Scarlet Oak Financial Services

https://brokercheck.finra.org/

Financial Planner

We will work through the process to identify your needs, goals and strategy, and put your plan into action

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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?

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Wealth Advisor

Our advisors will provide you with independent and custom-tailored investment analysis and advice

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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.

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Things to know about us!

  • Holistic planning
  • Fee Based and Fee only fiduciary
  • Low cost Institutional Share Class
  • Alternative investments
  • Insurance- Life, Disability, Long Term Care and Annuity options
  • Faye is celebrating 14 years in the business
  • Laurie Colestock focuses only on Medicare solutions
  • 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



Copy of From the Desk of Faye

Atanta-Exciting News for Retirement Contribution Limits for 2019

By Scarlet Oak
|
January 1, 2019

The IRS has announced that you will be able to save more toward retirement, the last time there was an increase was in 2013. For 401k, 403b, most 457 plans and federal government Thrift Savings plan, the saving cap is increased from $18,500 to $19,000. The additional catch-up contribution limit for 50 and over remains at…



New Records and Changes (11)

Year-End Special Edition: A Look Back at 2018

By Scarlet Oak
|
December 31, 2018

The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we’re reviewing some key issues that defined 2018, as well as some factors that may influence financial markets in the coming year. Year in Review Wall Street began 2018 in rally mode, as enthusiasm…



New Records and Changes (8)

Turbulence Continues for Atlanta and the Nation

By Scarlet Oak
|
December 24, 2018

Last week, domestic markets had some of their worst performance in 10 years.[1] The S&P 500 lost 7.05%, the Dow declined 6.87%, and the NASDAQ dropped 8.36%. All three indexes have now lost at least 8% in 2018.[2] On Friday, December 21, the NASDAQ entered a bear market, which means it’s at least 20% below its last…

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