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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 overall financial planning
  • Fee Based and Fee only fiduciary advisors
  • Hourly and Year-long flat-fee planning options
  • Low cost Institutional Share Class utilizing TD Ameritrade Institutional 
  • 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 Sykes has specialties with retirement and social security planning, 401k's and general overall holistic planning. 

TIPS, NEWS & VIDEOS Your Money Advice Blog

Golf central Article pic August

Golf’s Retirement Planning Lessons

Golf’s Retirement Planning Lessons   For many people, the idea of retirement planning and golf seem to go hand in hand. Once we stop working, spending more time on the golf course is a common goal.   Team Approach   The majority of PGA Tour players have a team supporting them to help them succeed.…

Weekly topper 2020 (38)

Fiscal Stimulus on Life Support

In this week’s recap: Stocks have a mixed reaction to ongoing uncertainty; additional fiscal stimulus on hold. Weekly Economic Update   THE WEEK ON WALL STREET Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new…

Weekly topper 2020 9.21

The Fed Stays the Course

In this week’s recap: The tech sector slip continues for stocks; the Federal Reserve signals that interest rates will not be increased for some time. Weekly Economic Update   THE WEEK ON WALL STREET Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.…

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