We have thousands of nonproprietary independent financial products and services which allows us to custom tailor a solution that solves your particular requirement.
Investment Advisory Services: providing investment advice or counsel under fee based models.
Asset Management: Professional Asset and Portfolio Management
Insurance Protection: Life, Diasability and Long Term Care Insurance
Educational Savings: 529, UGMA / UTMA accounts
Personal and Business Retirement Planning: 401(k), IRA, ROTH, SIMPLE, SEP, Defined Benefit and Cash Balance Plans
note: River Oak Partners, LLC is an independent firm and not affiliated with Money Concepts