“Bull Oak Capital is an independent fee-only financial advisory firm. They're an independent advisor and aren't tied to any specific strategy or investment. Their clients are accomplished and understand the value a personal financial advisor brings to their busy lives. They work with people from all walks of life, from wealth building to retirement, but they specialize in helping working professionals and business owners. Their process is personalized and organized. They help their clients achieve more through well-informed foresight. The team of financial professionals at Bull Oak Capital is dedicated to providing exceptional service and offering tailored financial planning and portfolio management solutions. They pride themselves on giving an easy-to-understand business model and excellent client service. Recognizing that each client relationship is unique, whether you are a professional, business owner, retiree, or fall into another category, Bull Oak Capital can provide a customized action plan and high-level service to help you accomplish your personal and financial objectives. They'll work hard to help you capitalize on what you've earned.
UNIQUE FACTS:
• Behavioral Management Coaching
• Annual Year-end Tax Planning.”
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