Branches of investing
My firm Blue Oak Financial Services, located in Chicago's north suburb of Libertyville Illinois, is a full-service independent financial advice firm committed to helping people succeed in pursuing their financial goals.
My philsophy consists of three branches:
1. Investment Management - Investing is about risk. You and I can't control the future but we can manage risk. Risk is the most important branch and the most overlooked when investing.
2. Communication - We must communicate on an ongoing basis, it's paramount to your financial success. Results will be explained to you in simple and easy to understand terms a few times each year. Strong relationships are rooted in effective communication.
3. Reasonable Fees - You can develop a relationship with a trusted financial adviser at a very reasonable cost. Each and every fee is explained in clear terms so there are never any surprises.