Financial Consulting
Good judgement comes from experience
Our advisory team holds the key professional designations — Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) — that qualify our firm to provide general financial advice and consulting to our clients.
What We Do
As an advisory practice, we provide individualized stand-alone services, such as retirement planning, planning for entrepreneurs, thoughts on your portfolio holdings, insurance, estate design, and much more.
Who It’s For
We offer investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans (but not the plan participants), charitable organizations, corporations, and other business entities.
How It Works
Rather than an all-encompassing wealth management approach for a fee based on your assets, our financial consulting engagement is typically a flat fee or hourly fee for specific advice on one area or service.
Council Oak Wealth’s areas of financial advice and consulting include:
Serve as the lead consultant for organizations going through an RFP process for endowment or investment assets
Provide annual portfolio or asset allocation reviews and advice to organizations (or individuals) with a variety of portfolio managers employed
Provide a succession plan for mergers and acquisitions
Develop a retirement plan for aspiring investors
Build a financial, college, or estate plan for individuals who do not require portfolio management services
Offer advice on how to deal with debt and how to engage lenders for a new project
Develop a budget and savings plan for recent graduates