Our

Services

Education Planning

The world has changed and college costs have escalated to heights that we would have never imagined a few years ago.  Many of our clients value private and college-preparatory schools, not to mention college and graduate school education, and want to alleviate some or all of the burden of educational costs for their children or grandchildren. 

 

If this is an area that is of interest to you, we can provide projections of future education costs and strategies to fund this significant expense in a tax-efficient, methodical manner that is integrated with your other financial goals and objectives.

More Services:  > Investment Advisory Services

Interested in learning more about SilverOak?

Contact Us

SilverOak Wealth Management LLC

7650 Edinborough Way

Suite 250  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

Check the background of this investment professional on FINRA's BrokerCheck

This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are filed or where an exemption or exclusion from such filing exists.  There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" web sites.

© 2019 SilverOak Wealth Management LLC.  All rights reserved.