For many of our clients, the two main concerns when approaching retirement are their assets lasting for the rest of their life and their income in retirement. We get it. That’s why our Founder, Mike Milligan, CFP® created the One of a Kind Financial Plan™, a custom plan built for the life you want to live in retirement.
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Phone: (757) 909-7151 | contact@1oakfinancial.com
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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Ideas by Mike, LLC, DBA 1.oak Financial. Ideas by Mike, LLC, DBA 1.oak Financial, is a separate and unaffiliated entity from Advisory Alpha, LLC. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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