OUR MISSION
At Oak City Financial, we are dedicated to empowering millennials to make informed financial decisions and achieve their dreams. Our mission is to provide accessible and comprehensive financial education, helping young adults navigate the complexities of personal finance. With our expert guidance and resources, we aim to equip millennials with the knowledge and skills they need to build a secure financial future. Join us on this journey towards financial freedom and live the life you've always dreamed of.
WHO WE WORK WITH
Young Professionals
These individuals are typically in their 20s and 30s, focusing on launching their careers. We understand the unique challenges that this demographic faces, from managing student loans and establishing a strong financial foundation to planning for major life milestones such as buying a home, starting a family, or achieving long-term financial goals.
Established Professionals
These are individuals who have attained a certain level of career stability and are typically in their late 30s to 40s and beyond. These individuals have already made significant strides in their careers and are now focused on maximizing their financial potential, optimizing their investments, and strategically planning for retirement. We recognize the specific financial intricacies that come with this life stage, whether it's managing complex portfolios, planning for retirement, or navigating tax-efficient wealth accumulation.
Families
A family, as we define it, encompasses a diverse range of individuals who share emotional bonds and a collective vision for their future. This includes couples, parents, children, and extended family members who aspire to build a strong financial foundation together. We understand that financial decisions are not made in isolation; they impact the entire family unit. Our expertise extends to navigate the myriad of financial decisions that arise at every life stage. Whether it's managing day-to-day expenses, funding education, purchasing a home, preparing for retirement, or establishing an estate plan, we provide tailored strategies that align with your family's unique aspirations.
WHY OAK CITY FINANCIAL?
The financial landscape we navigate today differs significantly from that of our parents. As we confront these unique challenges, our strategies must also evolve. At Oak City Financial, we empower our clients with knowledge, tools, and the confidence to navigate today's complex financial reality with precision and assurance.
COACH
We help our clients identify their goals and implement a plan to work towards them.
COUNSELOR
We address your specific financial situation and guide you through the tough decisions.
CONFIDANT
We go beyond the numbers to make sure you feel confident in your decisions.
About
MEET BRANDON
With over a decade of experience as a financial planner, Brandon is dedicated to empowering his clients with the insights and resources necessary for informed financial choices. His goal is to pave the path towards a thriving future, turning their envisioned dream lives into tangible reality.
