Red Oak Asset Management

At Red Oak, we believe that you are the asset. Our mission is to empower you to achieve your dreams by combining your aspirations with our expertise as registered life planners and certified financial planners. Our goal is to guide you in creating a financial life plan that aligns with your values and goals.

Philosophy

We believe that money is not the asset; you are. Money is simply the fuel to power your life engine. Regardless of your current financial situation, you deserve guidance to make it work for you. By understanding your unique dreams and aspirations, we help you create a plan to realize those ambitions. Whether you are in a committed relationship, just graduated, buying your first home, or navigating a new financial situation, we are here to help you every step of the way.

Our Process

Our collaborative process brings together your life goals with our 30 years of professional experience. We begin with an initial consultation to ensure that our approaches align. If we decide to work together, we will work through a series of questions to understand your financial and personal goals. We then create a customized financial life plan that provides a roadmap for achieving your objectives. Our ongoing support ensures that you stay on track and address any challenges as you work towards your dreams.

Services

We offer a range of services to help you achieve your financial goals:

• Planning: Budget creation, life planning, retirement income planning, retirement accumulation, business succession, and special needs planning
• Investments: Stocks, bonds, mutual funds, annuities, life insurance, and long-term care insurance
• Fees: Sliding scale hourly, commission, and flat fee
• Workshops: Savvy Social Security for Boomers and Retirement Income Planning

Biography

Jeri Parrott, our founder and owner, is passionate about empowering individuals through financial literacy. With a background in law and taxes, Jeri has worked in the investment industry for over 30 years. She is a certified financial planner and a registered life planner. Her expertise enables her to help individuals achieve their financial goals while staying up-to-date with the latest financial trends and regulations.

At Red Oak, we are committed to using our expertise to help you achieve your financial and personal goals. We believe that everyone deserves the opportunity to live the life they desire, and we are dedicated to guiding you every step of the way.