Old Oak Financial Planning, Inc. (Old Oak) is a Registered Investment Advisor in Michigan, Florida and Texas. For all other states, we suggest you contact our office or the regulator for your state. A list of regulators can be found at the following website: NASSA.ORG

This site is intended for U.S. persons and the site should not be viewed as a solicitation or offer of services in any jurisdiction in which the advisor is not qualified to do business.

The content of this website is owned by Old Oak and is protected by intellectual property rights.

The website content is provided for informational purposes only and does not constitute a recommendation or advice. Users should consult with the appropriate advisors before making investment or financial planning decisions.

Research articles and commentary are accurate as of the date published and Old Oak and its advisors disclaim responsibility for updating information.

Old Oak and its advisors further disclaim responsibility for third-party content, including information accessed through hyperlinks.

Users of this site realize that the internet is not a secure network and online access may be interrupted.

Users of this site are responsible for their own hardware and software as well as the confidentiality of passwords. Loss of data or damage to your computer system due to material or data downloaded through oldoakfinancial.com is your sole responsibility. You expressly agree that use of oldoakfinancial.com is at your sole risk.

Old Oak expressly disclaims all warranties of any kind, express or implied, including, without limitation, any warranty of merchantability, fitness for a particular purpose or non-infringement.

Old Oak will not be liable for any damages (such as direct, indirect, consequential or incidental damages) that may result from oldoakfinancial.com being unavailable or out of service (whether this damage is foreseeable or unforeseeable).

The terms and conditions of this disclaimer may be amended from time to time by Old Oak and it is up to the users of this site to abide by the latest version.

We are licensed to sell Insurance Products in the following states:

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