At Great Oak Financial, we perceive wealth creation as a farming exercise, where one has to sow, nurture and finally reap the benefits. Financial planning is not as simple as burying a seed. It’s about seeing the big picture. It’s about making smarter financial decisions to accomplish short and long-term goals. It’s about peace of mind for the future. Great Oak Financial helps individuals and families develop and implement long-term financial strategies customized to their unique needs and goals.