In the process of providing various strategies for an individual, a family, or a business financial future we offer the following products:
Seven Oaks Financial provides alternative strategies for businesses and families with a separate focus on providing special strategies for special needs. In the Special needs arena, this includes an analysis of their current situation, an individualized strategies for their future, with prioritized alternatives, optional funding formats including the possible use of Special Needs Trusts, Able Accounts and other options available in working with Special Needs attorneys to establish the proper legal instruments to protect their family member, their government benefits, and establish financially a standard of living they desire for not only the Special Needs member but the entire family.
Are you interested in partnering with Ameritas and Seven Oaks Financial LLC and learning more about our calling of “fulfilling life?”
Are you interested in partnering with Seven Oaks Financial LLC and learning more about our calling of “fulfilling life?”
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