Services
Retirement Planning
Along and through retirement, we guide you with Biblically sound advice and personalized strategies. Retirement is a goal many of our clients have in common, a goal we have been blessed to help achieve many times over.
Allow our proven expertise and differentiated, Biblically minded tools and strategies to guide you, not just towards, but through retirement.
Take a moment to view a sample of the various types of retirement accounts we use:
Legacy Planning
Do you have an aging parent or loved one and need help navigating the complexities of estate planning?
From wills and trusts to asset protection and tax efficiency, our estate planning strategies are designed to ensure a smooth transfer of assets while managing tax implications. Discover strategies by partnering with Lone Oak to help you through the intricacies of estate planning with clarity and knowledge.
*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
Educational Planning
Today’s world has many families searching for education options that better reflect their values, from K–12 through higher education.
Lone Oak Financial helps you plan for education in a way that aligns with your faith. We guide you through options like 529 plans and other biblically responsible investments with transparency and integrity, so you can confidently prepare for your children’s future while staying true to your beliefs.
Insurance: Pennie, Medicare and Life
Have you recently changed jobs or perhaps lost your job? Pennie is Pennsylvania's official health coverage marketplace; and the only place to get financial assistance to help lower the cost of coverage and care. Here at Lone Oak, we can help you navigate the complex issues with health insurance and make sure you get the right coverage at the right cost. There is no cost to you to seek our assistance.
The same is true of navigating the Medicare landscape. Do you have questions about which Medicare Plan is right for you? The team at Lone Oak will help you figure which coverage options are the best for you, including Parts A & D.
Personalized Portfolios
When building our investment strategy together, we will ask a series of specific and measurable questions to accurately gather your situation and goals. Lone Oak Financial has a unique set of tools and strategies that allow us to precisely customize our investment plans to your wants and needs.
It is the understanding that money is a guide, a servant, and a resource that enables us with which we administer Values Based Investing services and build your personalized portfolio.