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

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’s
  • Low cost Institutional Share Class
  • Alternative investments
  • Insurance- Life, Disability, Long Term Care and Annuity options
  • New Medicare supplemental and advantage plan options
  • We provide group and one-on-one education on a variety of topics
  • Faye is celebrating 14 years in the business
  • Kevin helps college and pro athletes, is our 401k specialist and our 1 year get your financial life in gear. 
  • Laurie Colestock focuses only on Medicare advantage, supplemental and dual plans. 

TIPS, NEWS & VIDEOS Your Money Advice Blog

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Weekly Update: Stocks Lose Momentum

By Scarlet Oak | March 11, 2019

In this week’s recap: a disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause. Weekly Economic Update   THE WEEK ON WALL STREET As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they…

Copy of New Records and Changes (52)

Atlanta, here are some Long-Term Investing Truths

By Scarlet Oak | March 11, 2019

Long-Term Investing Truths Key lessons for retirement savers.   You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.     First and foremost, you learn to shut out much of the “noise.” News…

Copy of New Records and Changes (51)

What do we do about the Retirement Gender Gap

By Scarlet Oak | March 11, 2019

A Retirement Gender Gap Why a middle-class woman may end up less ready to retire than a middle-class man.   What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group.   Most middle-class retirees get their income from three sources.…

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