What We Do

Whether you have experienced a major life change or are just ready to take your financial life in hand, we bring a team ready to help you set your goals and guide you to meeting them. Wherever you are in your financial life and however complex your situation, we can help. We work with people entering the job market to people ready to retire and start the longest vacation of their lives. We have supported people through getting married, navigating the coupling of two financial pictures to others divorcing, and learning to stand on their own financial feet. We have facilitated families ensuring their loved ones are protected through a variety of life insurance options to individuals ensuring that they are cared for until the end with long-term care and disability insurance. We have helped business owners provide retirement benefits to their staff to owners ready to sell their business. Whether you are just looking to see if you are on track with your budget and savings goals or need a whole overall financial plan, we are the team for you. We truly take a holistic approach to every one of our client’s finances.

Wherever you are in your financial life and however complex your situation, we can help.

Your situation is unique to you and your family, and we are dedicated to helping you identify and achieve your individual financial goals, no matter how complex. We help you address all aspects of your life with a full spectrum of financial services.

If you ready to take control of your financial situation or have questions about our services, contact us to set up a complimentary visit. We work with clients in Atlanta and across the country. Scarlet Oak Financial Services can be reached at 800.871.1219 or contact us here.