Who We Help

Here at Great Oak Wealth Management, we know our strengths and who can most benefit. As such, we’ve crafted our services to suit a specific range of clients. Targeting our work in this way means that we get to do what we do best, in ways that help you the most.
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Who Jim Helps

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Entrepreneurs face unique challenges. The dedication and focus necessary to build and manage a successful, long-term business require a significant amount of time and resources. As a business owner, you wear many hats, and multitasking is a common occurrence. Don’t you want to leverage that success to improve your financial well-being, protect your family, and let your money work as hard as you do?

It helps to have an advisor that has dealt with the many complexities of running a business. Having owned a business for 15+ years, Jim understands these challenges. He’s faced the highs and lows of being an entrepreneur and has gained some invaluable wisdom along the way. Count on Jim to serve as your strategic fiduciary advisor, looking out for your best interests.

Jim will apply a comprehensive analysis to understand your goals and recommend personalized strategies to strengthen both your business and personal financial framework. That could mean addressing a wide variety of needs, asset protection, cash flow management, tax planning, or establishing and managing a retirement plan, to name but a few.

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Professionals and Corporate Executives

You’ve spent years focused on your career and climbing the ladder. Now it’s time you use your success to your financial advantage. Jim has spent years focused on helping professionals and executives turn their achievements into strengths, helping them reach their financial goals and transition into retirement.

Retirement plans, HSA’s, deferred comp plans, stock options, eliminating debt, reducing taxes now and in retirement. It all takes planning. How do you put it all together? Jim will walk you through the maze of options and find the best fit for you.

Jim understands the needs and requirements of financial planning for today’s professional and corporate executive. He has the experience, processes, and resources to get the job done right. As a CERTIFIED FINANCIAL PLANNER™, professional and fiduciary advisor, he puts your best interests first, then consistently monitors your overall plan for long-term success.

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Families in Mid-Late Career Stages

Individuals and families in the mid and late stages of their careers are juggling multiple and conflicting goals. It could be saving for retirement, a child’s education, paying off debt, managing a mortgage, a career change, or a new home. You only have so much money to go around.

Jim will help you prioritize. Together you’ll develop a financial plan to align where you are today to where you want to be in the future. Creating a solid, well-thought-out plan that will help provide peace of mind and security.

Jim’s years of experience helping individuals and families, as well as his own family, navigate these opposing forces successfully will ensure that you’re well-positioned to meet any challenge.

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Who Gillian Helps

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Professional Women

Women balancing career demands, family life, friends, and hobbies face a unique set of pressures. It’s not always easy. There is often a multitude of decisions demanding your attention. These decisions may have impacts on your cash-flow, investments, assets, and tax consequences. It can get complicated, quickly.

Gillian works with women to guide them through these decisions that life presents by laying out different possibilities along with the financial pros and cons of those choices. Through comprehensive planning and asset management, she can provide the peace of mind and sound financial advice that you should expect from a trusted resource.

Your life is best spent by you living it. Gillian can help you manage the decisions along the way, secure your financial interests, and keep you on track to your dreams.

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As a lifelong equestrian, Gillian understands that fellow riders, from amateurs to international competitors, face unique costs, risks, and challenges. Your financial plan should be customized to reflect you and your lifestyle. Align your financial plan to include your total vision, including your riding goals.

From cash flow planning, creating a retirement savings strategy, to tax efficiency and estate planning, there is a multitude of areas to consider for your complete financial picture. Gillian works with her clients to include their unique needs, on their timeline. Spend your time where it provides you the most fulfillment while knowing you have a plan for your financial future.

Working with someone who can help you to think outside the box will provide you with a path towards your vision, including your horses. As a CERTIFIED FINANCIAL PLANNER™ professional, Gillian is committed to delivering equestrians with sound financial advice.

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Young Families

Time is a commodity for young families, and there never seems to be enough of it. Gillian understands that with multiple schedules and responsibilities, coming into the office can be difficult. She offers virtual meetings so that meaningful conversations are not rushed and genuinely fit into your schedule.

With growing families, there are specific life events that require budgeting, planning, and financial resources. Gillian works with young families to give them the time to celebrate their family’s milestones by taking the guesswork out of their finances.

Every family has needs and goals that are unique to their stage of life. Your family will encounter financial decisions, whether it be investments, career changes, a home purchase, and Gillian can help you navigate those decisions. Life is a continually moving puzzle, and she works with you to ensure that in the end, all the pieces fit together.