Live a worry-free retirement by defining adequate assets for financial independence and efficient distribution of assets.
Retirement Planning
Are assets sufficient to sustain your income in retirement.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
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.
Retirement Distribution
Utilize as much out of assets as possible, reduce withdrawal risk, and distribute those assets efficiently.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
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.
Social Security
Maximize your social security assets for you or for you and your spouse.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
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.
Pensions
What are the best pension options for you and your family that fit your long-term goals and priorities.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
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.
Mark Johnson CFP®, CKA®
Fountian Financial Group, Inc.
Mark D. Johnson is a Certified Financial Planner. He has been helping individual investors, charities, foundations, trusts and companies manage money for over 25 years. He is the President of Fountain Financial Group, Inc., a registered investment advisory firm. He is a graduate of North Dakota State University and the College for Financial Planning. He has offices in Arizona and Minnesota. Mark is married and has three adult children and eleven grandchildren.