Atlanta
Scarlet Oak Financial Services

 

Mon - Fri 9.00- 5:00
APPOINTMENT ONLY

Fiduciary advisor team at Scarlet Oak Financial Services

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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

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