Oakwood Wealth Management
Oakwood Wealth Management is an independent full service financial and investment management firm. Our consulting process involves establishing our client’s goals in all aspects of their financial lives and helping to pursue realizing them. Throughout the relationship we are working with our clients as independent advisors which allows us to work in their best interests. The financial consultants of Oakwood Wealth Management are Registered Representatives with, and Securities offered through LPL Financial. Member FINRA/SIPC.
Cedarwinds Investment Management
Cedarwinds creates and manages model investment portfolios comprised of Investments managed by Dimensional Fund Advisors (DFA).
Dimensional Fund Advisors
DFA helps investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Its enduring philosophy and deep working relationships with the academic community underpin our approach to investing and form the foundation for new strategies.
LTC Financial Partners
LTC Financial Partners is a licensed insurance agency that specializes exclusively in Long Term Care Insurance. They help educate employer groups, associations, and individuals on the important topic of Long Term Care Planning. They are composed of hundreds of state-licensed long term care insurance agents, and are one of the nation’s largest long term care insurance agencies. LTC Financial Partners has developed a system to evaluate employee demographics, current benefits, and employer objectives, to design an educational based enrollment approach for all employees, ensuring a superior level of participation and employee satisfaction.
Next Level Planning & Wealth Management
Introducing RetireU, a valuable financial education solution approach provided directly in the workplace by Next Level Planning & Wealth Management. Next Level’s turnkey approach offers a full suite of workshops and services that are tailored to meet an employer’s needs while providing objective information to meet each employee’s diverse needs.