Services

Here at Glen Oak Financial, Inc., we like to say, "a goal without a plan is nothing but a wish."  Our job is to help ensure you do not 'wish' your way to the retirement of your dreams.  As a result, we offer a variety of strategies to help guide you through the process.

Investment Advisory Services*

We can help you navigate today’s complicated market environment and manage your wealth for the future, whatever may come.

  • Asset Allocation**

    We build your portfolio with a diverse mix of equity, fixed income, and cash according to your specific investment strategy to help you reach your long-term goals.

  • Wealth Management

    Whether you desire portfolio management from one of our many available professional investment managers or personalized portfolio construction from your adviser, we offer portfolios that are developed for your needs and objectives, continuously monitored and managed to help them keep pace with your evolving goals.

  • Portfolio Optimization

    Integrating your insurance and investment decisions helps meet your protection needs.

Financial Planning*

Our comprehensive financial analysis of your assets, liabilities, cash flow, investment strategy and more helps you identify a clear path to a potentially more prosperous future for you and your loved ones.

  • Risk Management

    Even the best plans can’t predict the future. We provide risk management strategies that leverage various types of insurance to help you face life’s unforeseen circumstances and keep your goals on track.

  • Retirement Planning

    We help you manage your retirement investments through different stages of life so you’ll be ready and able to achieve your ultimate dreams.

  • Education Funding

    Children grow up so fast, and we can help their college funds grow along with them. With our help and the proper strategy, you’ll be prepared for any acceptance letter.

  • Charitable Legacy Planning***

    We offer help with maximizing your legacy to benefit your community and the organizations that mean the most to you.

  • Business Succession Planning***

    Be ready for anything, especially when it comes to protecting your company. We can help by providing smart solutions for your employee benefit, protection, and business succession needs.

  • Estate Conservation***

*All Investment Advisory and Financial Planning Services are offered through Eagle Strategies, LLC, a registered investment advisor. Glen Oak Financial is not an affiliate or subsidiary of Eagle Strategies, LLC.

**All investments involve risk including the potential loss of principal. Diversification and asset allocation strategies do not guarantee profit or protect against loss in declining markets.

***Neither Eagle Strategies or any of its subsidiaries or Financial Advisors offers tax or legal advice. Clients are encouraged to consult with their own qualified professional(s) to evaluate their individual circumstances.

No investment strategy can guarantee a profit or guarantee protection against loss. Please consult your professional advisors regarding your particular situation. Any insurance recommendation or advice is given solely in an Investment Advisor Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation

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