Providing financial strategies for businesses and families with a special focus on Strategies for families with a special need.

Our Products

In the process of providing various strategies for an individual, a family, or a business financial future we offer the following products:

About Us

Service, Advocacy & Legal Organizations

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.

jim
James S. Thompson*
CFP, ChFC, ChSNC

Career Development and Opportunities

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News & Events

Disability EXPO

Disability EXPO

October 10th, 2020 9AM Urbana IL. Hold the date.

Transition Conference

Transition Conference

Oct 29th-30th East Peoria, IL. Hold the date.