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! 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
Volatility Continues
Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March – and the S&P 500 and Dow both moved into negative territory for 2018.[1] Overall, the S&P 500 lost 4.60%, the Dow declined 4.50%, and the…
Markets Rebound
U.S. markets ended a volatile month on a high note Friday. All three major indices posted impressive increases for the week, buoyed by news from the Fed Reserve and international trade.[1] The S&P 500 jumped 4.85%, and the NASDAQ finished up 5.64% – both gains are almost 7-year highs.[2] Meanwhile, the Dow experienced a 2-year high, increasing…
Why Did Stocks Drop? What you need to know Atlanta.
Last week was a tough one for markets. The S&P 500 dropped 3.79% and experienced its worst results during a Thanksgiving week since 1939.[1] While the index officially entered correction territory on Friday, it closed 10.2% below its most recent record high.[2] Meanwhile, the Dow and NASDAQ continued the downward trend, losing 4.44%, and 4.26%, respectively.[3] International stocks…