Red Oak Asset Management, based in Madison, Wisconsin, offers personalized financial planning and investment services under the guidance of founder Jeri Parrott, a Certified Financial Planner and Registered Life Planner. The firm emphasizes a client-centric philosophy, viewing individuals as the true assets and money as a tool to achieve life goals. Services include budget creation, retirement planning, business succession, and special needs planning, with investment options spanning stocks, bonds, mutual funds, annuities, and insurance products. Red Oak’s collaborative process begins with a complimentary consultation, followed by co-creating a financial life plan tailored to the client’s aspirations. Operating on a fee structure that includes hourly rates, commissions, and flat fees, the firm is affiliated with Harbour Investments, Inc., ensuring a comprehensive approach to financial well-being.