Scarlet Oak Financial Services
Financial Planning
What are your financial needs and goals? Whether you’re ready to sell a business, need a tax strategy or have experienced a major life change, we bring knowledgeable and experienced advisors to the table to establish the best way forward.
Life is complicated; complex situations aren’t unusual. We help you review and integrate the different aspects of your financial life, no matter how messy, by addressing a variety of planning needs and assisting you in selecting solutions that fit your unique picture.
Scarlet Oak Financial Services is a Registered Investment Advisor (RIA). That means we act as a fiduciary on your behalf, with your interests – not pushing a particular financial product or service – as the only driver of our advice. Read more
4 recommendations
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Betty Wilkinson
Faye gave me excellent advice on how to maximize my SS payout later in life and how to manage my payins as an overseas employee of a firm that does not pay my SS into the system. She also has been very helpful to a friend here who did not know how to file. Timely, complete info in a professional, kind, complete way.
Original recommendation -
Michale Malley
In my opinion, one of the best Atlanta Financial Planners in the city. Faye took her time and was so patient with helping me and my family put away some money for our future. I never felt pressure to do anything that was suggested. Faye was really patient, and really listened. Very knowledgeable. I totally recommend Scarlet Oak FS
Original recommendation -
Nancy Chorpenning
... Faye helped my husband and me by making us aware of the options that are open to us. She also gave us great guidance even as the very nice and helpful Social Security reps gave us incorrect information (as some have not been trained properly about law changes that are going into effect now). What an amazing service! We needed the advice of an expert, and Faye was absolutely the right person. She is a trusted advisor and a realistic, positive individual with whom to collaborate.
Original recommendation -
David Leonard
... She has been able to open our eyes and empower us to focus on what we think our family needs are so that we can plan accordingly. She also has a passion in educating her clients with relative information to their family on an ongoing basis.
Original recommendation
Because of all these things, and numerous others I would highly recommend her to any LGBT family that wants to plan for retirement and their children's future education.
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We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.