Business Details
Your Trusted Partner for Financial Planning Solutions
At Red Oak Asset Management, we prioritize your aspirations as the foundation of our approach. Combining three decades of professional expertise with a client-centered philosophy, we specialize in transforming financial goals into actionable plans. Our process begins with understanding your unique life dreams, then crafting tailored strategies to align your financial resources with those objectives.Whether you're navigating career transitions, retirement planning, or building financial foundations, our certified professionals provide personalized guidance. We emphasize transparency, lifelong learning, and adaptive planning to empower clients across various life stages and financial situations.
Services
Budget Creation
Life Planning
Retirement Income Planning
Investment Management
Business Succession Planning
Special Needs Planning
Annuities
Long Term Care Insurance
Highlights and features
- We offer 30+ years of professional financial planning experience
- Our personalized approach combines life planning with financial expertise
- Certified professionals maintain industry-standard credentials
- Collaborative process focuses on client-specific life goals
- Transparent methodology adapts to changing financial landscapes
Associations and certifications
- Certified Financial Planner (CFP)
- Registered Life Planner
- FINRA
- SIPC
- Harbour Investments, Inc.
Services
Budget Creation
Our budget creation service helps clients establish practical financial frameworks tailored to their life goals. We analyze income streams, expenses, and future aspirations to develop sustainable spending plans. This service empowers clients to maintain financial discipline while pursuing long-term objectives.
Life Planning
Life planning integrates personal aspirations with financial strategies through collaborative discussions. We help clients articulate life goals and translate them into actionable financial roadmaps. This service emphasizes adaptability to changing circumstances while maintaining focus on core objectives.
Retirement Income Planning
Our retirement income planning service creates sustainable withdrawal strategies for post-career financial security. We evaluate pension options, Social Security benefits, and investment distributions to ensure stable income streams. The service includes tax-efficient withdrawal planning and longevity considerations.
Investment Management
Investment management services construct diversified portfolios aligned with risk tolerance and financial goals. We offer stock, bond, and mutual fund selections with regular performance reviews. The service includes ongoing adjustments to maintain alignment with evolving market conditions and client needs.
Business Succession Planning
Business succession planning prepares owners for smooth leadership transitions through strategic frameworks. We develop exit strategies, valuation approaches, and ownership transfer mechanisms. This service ensures business continuity while protecting owner financial interests during transitions.
People
Jeri Parrott
Founder and Owner
Certified Financial Planner with 30+ years experience, specializing in life planning and investment strategies. Former tax attorney turned financial advisor, focusing on personalized financial literacy education since 1983.
Questions
What financial planning services do you offer?
We provide budget creation, life planning, retirement income strategies, investment management, business succession planning, and special needs planning services tailored to individual client needs.
How does your financial planning process work?
Our process begins with a free initial consultation to assess compatibility, followed by collaborative goal setting, financial analysis, and co-creating personalized financial life plans with ongoing support.
What credentials do your advisors hold?
Our lead advisor holds Certified Financial Planner and Registered Life Planner designations, with 30+ years of investment industry experience and FINRA-registered securities licensing.
Which states do you serve?
We provide services to clients in Arizona, California, Minnesota, New York, and Wisconsin with appropriate securities licensing in these states.
