What’s New


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



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Financial Planning Beyond the Market WealthGuide Workshop 

Join us and our guest speakers for sessions on estate planning, managing health insurance in early retirement through the transition to Medicare, the significance of a caregiving plan, and a market update.

October 24, 2023
4:00 – 7:30 PM

Event Details and Registration


Fixed Income Investment Strategies

Tax Changes and Outlook for 2024 Webinar

We will cover hot topics including economic indicators, the latest headlines, potential market impact, and what opportunities may lie ahead.

December 12, 2023
12:00 – 12:45 PM

Event Details and Registration

Tax time

OakWood Women's Leaders Friendsgiving

Join us as we come together to enjoy a festive meal and a fun game where everyone wins. Our financial insight will cover the pros and cons of financial gifting.

November 15, 2023
12:00 – 2:00 PM

Event Details and Registration


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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.


Tax time

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.