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Oakleaf Financial Services

The planning process at Oakleaf Financial Services begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we focus on your tolerance for risk, and together, establish a personalized plan. We advocate investing with a long-term perspective and rebalancing periodically as conditions dictate.

Our objective is to help you achieve your financial goals. Whether your aim is to create a college fund for your children, reduce your taxes, plan for retirement, or develop and estate plan, Oakleaf Financial Services can suggest a solution for you that is designed to help you attain your goals and your future.

Contact an Oakleaf Financial Services Representative today.

Click here to access your Oakleaf Financial Services LPL Financial Account link. 

Investment Services

Income

• Certificates of Deposit
• Municipal/Government Bonds
• Money Market Funds
• Annuities
• Bond Mutual Funds

Growth

 

• Growth Stocks
• Growth Mutual Funds
• REITs

Tax Reduction

• Tax-Free Mutual Funds
• Tax-Free Municipal Bonds
• Tax-Deferred Annuities

Retirement

• Qualified Retirement Plans
• Life-Insurance Products
• Tax-Deferred Annuities

Insurance Services

• Life
• Disability
• Long-Term Health Care Insurance

Fee-Based Planning

• Offered through LPL Financial

Click here to access your Oakleaf Financial Services LPL Financial Account link. 


                     Securities and Insurance Products Offered Through LPL Financial
Member FINRA/SIPC

 

Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not Guaranteed by any Government Agency	Not a Bank Deposit

                Sturgis Bank & Trust Company is not a broker/dealer nor affiliated with LPL Financial