Investment Planning

At Oak Ridge Financial we utilize a 4 Step Investment Process, where appropriate, to make growing your wealth a more accessible and personal experience. It is designed to help your Oak Ridge Investment Professional guide you down the road toward your financial goals. The process begins by gathering information about your personal dreams and financial goals so that we can create a plan that is appropriate for you. We then evaluate your personal information and help you construct a portfolio that is aligned with your needs. Finally, we review the performance to keep you informed of your progress to meet your financial dreams and goals. In this part of the process we meet with you to share this information and keep abreast of any changes in your life cycle so that we can make adjustments, if necessary, to stay on track.

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