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It's Time to Think Differently about Your Money. Values-based financial strategies tailored to your goals.

At Lone Oak Financial we believe that when investing you should not be influenced by mainstream media, greed, or fear but by ways that are in alignment with your core values and personal beliefs.

GUIDANCE THAT IS WISE AND TRUE.

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"That person is like a tree planted by streams of water,
which yields its fruit in season And whose leaf does not wither—
whatever they do prospers."

- Psalms 1:3

<sup>Guidance that is Wise and True.</sup><br/>At Lone Oak Financial, we think about money a little differently.<br/>

Guidance that is Wise and True.
At Lone Oak Financial, we think about money a little differently.

We firmly believe that we are purposed with helping you succeed, knowing that our reward is more than just monetary gain and that our business will flourish most when you are completely satisfied. Lone Oak offers a variety of financial services.

As a respected financial advisory firm in the Susquehanna River Valley, our reputation thrives on personal relationships and customer satisfaction. Your satisfaction with our guidance and advice is our main priority. We know we have done our job when our clients are truly confident in their financial stability. We want you to be able to say to your friends, family and neighbors “My financial advisor is great!” From growing your wealth to planning for your family’s future, Lone Oak Financial Services wants to help you plan your financial strategy.

Our Process
Vigilant Planning

Step 1:
DISCOVERY

Step 2:
PLAN DESIGN

Step 3: IMPLEMENTATION

Step 4:
ONGOING COMMUNICATION

Discovery is a learning experience.

We begin by listening to you and getting to know what is important to you. What is your current financial standing? What are your goals, plans, and aspirations? What are your investing preferences? What questions and concerns do you have?

Together, we create a plan aligned with your values.

With a better understanding of who you are and what you value, we start developing a plan specifically tailored for you and your goals. We utilize a sound strategy of designing an *asset allocation unique to you and your risk tolerance to help maximize your portfolio. 

Once the plan has been established, we partner with you to select from a wide range of vehicles and services and implement the strategies that best fit your individual needs and goals. Still, putting the plan into action is just the starting point.





Throughout our relationship, we commit to communicating with you regularly to evaluate your progress and confirm that your needs and expectations are consistently being met. Over time, our recommendations and strategies may be adjusted to maintain the achievement of your evolving goals and changes in the market.



*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

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This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

ABOUT US

Who We Are

This is the moment you’ve been waiting for – an opportunity to spend more time with your family, travel to your favorite destinations, or dedicate yourself to the hobbies you love. While such freedom comes with its own set of challenges, you don’t have to face this transition alone. I’ll partner with you to determine your goals, find solutions to your concerns, and help keep you on the path to success so you can dedicate your time to the things you love.

Know More About Us

Let's talk about
your goals.

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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