12 months comprehensive Financial Planning Retainer & optional free Investment Management of 1st $100,000 for 1 year.

Auction Winner will receive the following.

Comprehensive Financial Planning for 12 months, a $1,188 value.

  • Up to 4 Wealth Management meetings and/or check-ups in a 12 month period
    • In person at my office or online/phone via screen share... one of the meetings can be at the office/home of the winner.
    • Our office is located at 8004 Linville Rd. Oak Ridge, NC 27310, about 5 minutes outside of NW Greensboro.
  • Comprehensive Financial Plan
    • Cloud based financial plan login that client can securely sync read only data from outside accounts at over 2,000 institutions.
    • Retirement Roadmap projecting income payout during retirement.
    • Sample Proposed portfolio according to risk assessment, average expense ratio of current investment accounts, stress tests such as another 2008 bear or 2013 bull.
    • Investment risk assessment - % potential fluctuation in 1, 3, and 5 years
    • Projected Net Worth, aggregating all assets and liabilities
    • Simulating cash flow from now through death

12 months of free Investment Management up to $100,000

(optional)

Should the winner choose to ROLLOVER or open any accounts for Black Oak Wealth Management to manage up to 12 months of winning, the first $100,000 of accounts transferred will have the management fee waived for the remainder of the 12 month period.

  • Normally 1% per year on first $500,000 & 0.25% on every $1 thereafter.
  • We custody with TD Ameritrade Institutional & can rollover assets from virtually any brokerage account.
  • All Wealth management clients with over $100,000 under management with us do not pay an additional retainer or planning fee. It's all included in the percent of Assets Under Management, which is why the first $100,000 is being managed free up to 12 months for the winning person with the Pregnancy Care donation.

Black Oak Wealth Management is a Registered Investment Advisor filed with FINRA in the state of North Carolina.