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We share valuable information to help keep you informed, educated, and well-positioned to pursue your financial goals.



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OakWood Newsletter

Sign up for our monthly newsletter to stay informed about timely information, market updates, financial advice, and upcoming events!



Fixed Income Investment Strategies

WealthGuide Workshop

We will discuss the potential Impact of politics on the markets and current tax code opportunities. Cocktail hour and desserts will be served.

Tuesday, June 13th

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OakWood Women’s Leaders Paint, Sip & Plan

Enjoy a special wine tasting and discover the art of balancing retirement enjoyment and financial security.

Thursday, July 25th

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HSAs are a Powerful Wealth-building Tool

Learn about the tax opportunities that Health Savings Accounts (HSAs) present and how to leverage them as part of your long-term retirement plan.

HSA Expense Tracker


Fixed Income Investment Strategies

Wealth Escalators: Why Women Shouldn't Take The Stairs

Learn how to maximize your savings through investment and tax planning strategies. Whether it's not leaving free money on the table, using tax arbitrage, or revisiting past financial decisions, our goal is to provide you with actionable items.


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Education Planning Options and Opportunities

We covered the pros and cons of account types, education-related tax incentives, and unique opportunities to save with SAGE Tuition Rewards and Fidelity’s credit card.


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Schedule a Meeting


Easily select a time to meet with an advisor that works best for you.

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Account Access


View your financial information all in one place.



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Market Updates


Get insights from Brad McMillan, CIO of Commonwealth Financial Network®.

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Financial Guidance


Read informative articles and financial tips.

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Worksheets & Reference Materials


Explore the useful financial planning resources we’ve gathered for you.

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Use our helpful interactive tools and estimators.