Scarlet Oak Financial Services is a Atlanta Fee Based fiduciary Financial Services firm. As a Atlanta Financial Planner team, our goal is to provide our clients with a high level of integrity, honesty, and communication. When is the last time all of your trusted advisors sat down in one place with you to discuss your financial big picture? At Scarlet Oak Financial Services, our mission is to help you figure out where you are now in relation to where you want to go and create a road map to help get you there.
What are your financial needs and goals? Whether you’re ready to sell a business, need a tax strategy or have experienced a major life change, we bring knowledgeable and experienced advisors to the table to establish the best way forward.
Life is complicated; complex situations aren’t unusual. We help you review and integrate the different aspects of your financial life, no matter how messy, by addressing a variety of planning needs and assisting you in selecting solutions that fit your unique picture.
Scarlet Oak Financial Services is a team of Investment Advisory Representatives IAR’s whose main responsibility is to provide investment related advice on a fee based or fee only basis. IAR’s are financial fiduciaries which means they are held to the highest ethical standards in the financial service industry. Regulations require IAR’s to put your financial interests ahead of their own. This eliminates a major conflict of interest that causes advisors to put their need for income ahead of your need to achieve your financial goals.
Scarlet Oak Financial Services utilizes T.D. Ameritrade as account custodians, providing important infrastructure, trading and preparing statements and tax documents for our clients.
If you have any questions regarding services, or even a “how to”, please call us and let us help. We are proud to be in Atlanta and are ready to serve our community. Contact us to set up an appointment.