At Red Oak Capital Managers, we provide assistance in the following areas:
Investments (through Cambridge Investment Research, Inc.)
- Bonds
- Common Stock
- Educational IRA
- Mutual Funds
- CDs
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Unit Investment Trusts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning (through Cambridge Investment Research Advisors, Inc.)
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance