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WHAT'S YOUR STORY

HERE'S OURS

Why River Oak Partners

Our Difference

enjoy your retirement!

Let's Talk Retirement

River Oak Partners

We recognize the news and financial news is often filled with noise. This noise can derail even the most disciplined investor. Adding to the noise, is the typical marketing strategy of most investment firms. They are centered around fear and greed. It’s no wonder investor behavior is often flawed. Our aim is to alleviate this stress, with a clearly defined Investment Policy Statement (IPS) and Financial Plan. This empowers clients, with understanding and confidence.
OUR Difference

Welcome To The Journey!

Currently in the United States, for every 100 people who reach 65... 1 is wealthy, 19 are financially independent, 15 are required to keep working, 19 died before 65, and 46 are dependent.

In the richest country in history, 46% of Americans can't support themselves in retirement years.

We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
I WANT MORE INFORMATION ON STARTING MY JOURNEY!

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843-793-0398
kpaulsen@moneyconcepts.com
Work Hours
Monday - Friday
9:00am - 5:30pm

Clients/Partners
Direct cell access 24/7