What We Do

Our Financial Counseling Process

1. Understanding Your Needs

2. Creating Your Plan

3. Opening Your Account

4. Managing Your Wealth

  • Create your personalized financial plan and asset allocation

  • Review plan and adjust if necessary

  • Open your account with Charles Schwab

  • Sign OFA Discretionary investment advisory agreement

  • Transfer your assets into your account

Attributes of Your Personal Financial Profile

OAK FAMILY ADVISORS, LLC    150 N Wacker Drive, Suite 1760, Chicago, IL    312-373-7221    Info@ofallc.com    © 2019 Oak Family Advisors