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.