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!
- 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
Hiring Surge Brings Good News in February
In this week’s recap: a hiring surge, a noteworthy remark from Jerome Powell, a dip for a respected household confidence index, and gains on Wall Street. Weekly Economic Update February BEGINS WITH SOME EXCELLENT ECONOMIC DATA Payrolls swelled with 304,000 net new jobs last month, according to the Department of Labor’s February employment…
Atlanta, How do You Stay Out of Debt Once You Get Out of Debt?
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet. Paying off a major debt produces a sense of relief. You can celebrate a financial milestone; you can “pay yourself first” to greater degree and direct more money toward your dreams and your financial future rather than your creditors. …
Your Tax Help-Should You File Jointly, Or Not?
For many married couples, filing jointly is a good idea, but there are exceptions. Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.1 Years ago, there was less incentive to file…