Holistic Financial Planning

6 Steps to Financial Freedom

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See your goals flourish with our holistic Financial Planning. 

We believe in long-term relationships with our clients. Our process of holistic financial planning starts with getting an overview of your financial goals. Next, review your current financial situation. Together we solidify this information into a financial plan. Your plan becomes our roadmap for making financial decisions and a good benchmark to assess if we are reaching or on track to achieving your goals. 

Legacy Planning

How do I instill my morals and values to the next generation along with my wealth?

Retirement Distribution Strategies 

Will I be able to live my current lifestyle (or even better) throughout my retirement without becoming a burden to my family? 

Tax Reduction

Am I doing everything I can to reduce my income tax burden this year?

401(k) 403(b) Plan Design

Is my retirement plan adding value to me or my business? What is a backdoor Roth IRA?

Risk Management Consulting

Are there any unanticipated "blind spots" in my business or personal life? 

Estate Plans 

What will happen with my assets when I

"kick the bucket?"

Estate Conservation Issues 

What are the elements of a sound estate strategy even if I won't owe estate taxes? How can I protect my estate from probate? 

College Savings Planning 

What is the best approach to support my children through college? 

Wealth Accumulation Strategy

What course of action can I take to enhance my opportunities while living a balanced lifestyle?

Insurance Assessment

How can I make the insurance that I have work for my current needs?

Your legacy isn't the only wealth you leave behind. 

Your legacy also encompasses the morals and values important to you.

Need more details? Contact us 559.326.2583

We are here to assist. Contact us by phone, email or via our Social Media channels.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Crista Moreno. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 



Copyright 2018 Blue Oak Wealth Management 



Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/ SPIC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.”


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Blue Oak Wealth Management 

Office: (559) 326-2583

Fax: (559) 326-2584


7110 North Fresno Street Suite 200 

Fresno, CA 93720 




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