William Cfp

Great Oak Capital Partners, LLC

Our Approach Is Simple: Do What's Right. Always. Doing what's right is measured in two ways: by an ethical standard, and by technical expertise. In other words…Is the focus on you, as it should be, rather than the advisor or some financial company? And is the approach likely to work better than the alternatives? Both are equally important. We believe that our commitment to the highest standards of each gives you the best chance of success. Why Choose Us As Your Advisor? For The Differences That Matter. We are true advisors – not product pushers, not sales people, not stock brokers or insurance agents. We ask the right questions, listen intently, and formulate a plan for you that is easy to understand and deeply rooted in decades of science and academia, giving you the best chance of success. Your goals and your success are all that matter. It's our philosophy and our business model. As fiduciaries, we are bound to the highest ethical standards of the law to do only what's in your best interest. Our complete transparency in our recommendations and compensation make that easily apparent. Want to know more? Email us at info@greatoakcp.com. For additional disclosures please see http://greatoakcp.com/disclosures/.