River Oak Partners Implements Highly Acclaimed Estate and Legacy Planning Tool
Charleston, SC – River Oak Partners announced, in conjunction with developing detailed financial plans, we now offer “Everplans” to clients. An Everplan is a simple tool that guides you step-by-step through legal, financial, healthcare and personal decisions. A completed Everplan, is an archive of everything your loved ones will need, should something happen to you. Your plan will enable you to securely store wills, passwords, funeral wishes, and much more in your own secure shareable vault. It’s easy to set up, with step by step guidance and support.
About River Oak Partners
Kirk Paulsen is owner and founder of River Oak Partners LLC, providing independent financial planning and investment advisory services to individuals and business owner's. Our independence allows us to put what is most important first, the individual needs of our clients. We serve as trusted advisors to advance client objectives through dedicated and thoughtful implementation.
All Securities Through Money Concepts Capital Corp., Member FINRA / SIPC
Registered Investment Adviser with the SEC.
River Oak Partners is independently owned and operated and is not affiliated with Money Concepts Capital Corp.