Building Relationships Through
Fair Oaks Financial provides financial planning, investment management, and hourly consulting in the traditional adviser model. We also have an available monthly subscription schedule option to better meet the changing financial advice environment. Everyone has differing levels of financial needs and, depending on your unique circumstances, a plan and pricing schedule can be tailored to address your specific situation.
ARE WE RIGHT FOR YOU?
We start by scheduling a 30 minute phone call to see if we are a good fit and can provide value to you. If we both agree upon working together, then arrangements will be made to gather the necessary documents to proceed with an evaluation and discuss your options and our recommendations.
ABOUT FAIR OAKS FINANCIAL
Fair Oaks Financial was born by the desire to be a financial guide to a select number of individuals and families and give them the attention and accessibility they need in today's fast paced world. Having access to your advisor when faced with complex financial decisions makes the relationship more meaningful. From investments to real estate and everything in between, trusted guidance is only a phone call away. The Mission: "We will cultivate a relationship built upon mutual trust and integrity to assist you in reaching your goals."