Old Oak Financial Planning, INC.

Old Oak Financial Planning is an independent registered investment advisor offering comprehensive financial planning, active investment management, and modular financial plans. The firm takes a holistic approach to examine clients' entire financial pictures, including cash flow, tax strategies, retirement, education funding, insurance, and estate planning. Old Oak tailors its services to individual needs using questionnaires to determine risk tolerance and accommodate investment restrictions. Portfolios are constructed primarily using exchange-traded funds, mutual funds, and individual stocks and bonds through Charles Schwab & Co. The firm serves individuals and high-net-worth individuals without requiring a minimum account size to open or maintain an account.