Welcome! You’re In The Right Place!
A One of a Kind Financial Plan For Your One of a Kind Life
You’ve taken the first step toward building a future that feels intentional, secure, and entirely your own — and now it’s time to meet the person who’ll help guide you there. We’re excited to introduce you to Eric Picard, Financial Specialist, one of our trusted financial specialists here at 1.oak Financial.
Hi there! I’m Eric Picard, a passionate and dedicated financial professional. After a 17 year career in business banking and commercial lending, and having lived and worked in Montana, Nevada, Massachusetts, and currently Southeast Wisconsin, I’ve gained a unique perspective on how people approach money and retirement.
What to Expect
When you schedule your call, you’ll connect with someone who isn’t just here to run numbers — they’re here to understand your story.
Your specialist will:
✅ Review your responses from the quiz or form
✅ Help you understand which strategy fits your goals
✅ Answer your questions without jargon or pressure
✅ Show you what it means to build a plan around you — not someone else’s template
Ready to Chat?
Click below to book time directly with Eric Picard, Financial Specialist. We can’t wait to meet you.
📆 Book My Free Call with Eric Picard
About 1.oak Financial
1.oak Financial is a modern financial services firm that helps everyday people turn their life stories into legacies — by meeting them with empathy, planning with care, and guiding them toward a future that reflects their values.
We love working with people who are ready to take control of their financial lives and build something meaningful — not just for themselves, but for the generations to come.
The Real Roth Strategy is a smart, tax-efficient method for moving money from a traditional retirement account (like a 401(k) or traditional IRA) into a Roth account — giving you more control over your future income and taxes.
