Robert Ward ChFC, RICP, CLTC, FIC
OAKS FINANCIAL SERVICES
robertw@oaksfs.com
(952) 232-7786
oaksfs.com
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
Insurance products and services are offered through Oaks Financial Services LLC. Investment advisory services offered through Fountain Financial Group, Inc. a Registered Investment Advisor in the states of Arizona and Minnesota.