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our process

OUR FIVE STEP PLANNING PROCESS

Our approach has stood the test of time by uncovering opportunities, understanding changing markets, and adapting to your evolving needs.

Our Five-Step Planning Process helps you better identify what matters most.

With guidance designed to address your needs at every stage of life, we help you secure your financial well-being, so you can live the life that’s most meaningful to you.

  • Get to know you, your priorities, and concerns
  • Assess your current financial situation
  • Share our process
  • Better understand you and the “why” behind your goals.
  • Gather information
  • Review your data
  • Present the results of your analysis
  • Discuss your priorities
  • Plan for your future steps
  • Review your specific recommendations
  • Select suitable products and services
  • Develop an implementation plan
  • Reassess your goals
  • Track your progress
  • Make adjustments as needed

Our mission is to help people build fulfilling futures.

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Dedication and Understanding

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For purposes of the information contained on this website, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://www.equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.    The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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