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A better way to create a personalized financial plan | Fiduciary advisors
2725 Cantrell Road Suite 107, Little Rock, AR 72202
Yes
University of Arkansas School of Law, Fayetteville, Master of Laws (LLM), Food and Agricultural Law: Doctor of Law (J.D.), International Business/Trade/Commerce; Bachelor of Science in Business Administration; Organizational Leadership
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I’ve been working with JJ for about a year now and I’m so glad I got connected with him. He’s personable and easy to talk to. He’s very knowledgeable and is great with the teachable moments. And he doesn’t talk over my head like so many advisors do. He’s always available when I want to check in and it’s so nice that he checks in with me too. I appreciate working with him.
Well, not one and done initially. Prior to my wife’s passing I was constantly telling her how much I wanted to get our finances under one roof. With her death came the realization that I needed to make that happen. For my sanity as well as fore my grown children. Between planning for my trust as well as my finances took a good 4-6 months. I never felt rushed in the decisions I was making or the questions I had. Now everything is in one place. One phone call to discuss changes in my life or questions about the market. Always with the same person. My only regret was not acting sooner. There is indeed something to be said about having your ducks in a row.
Oath Planning has provided careful guidance and services to protect my family 's investments and help us plan for the future. The Tulsa team is so responsive. I couldn't recommend them more!
I have had a great experience with Oath. The staff is very knowledgeable and always accommodating to my needs.
They are always responsive and helpful. They helped us set up an irrevocable trust about 6 years ago and we moved our 401K and 403B for them to manage with Fidelity. We are pleased with the results.
Super satisfied with Alec and how often he is checking up. Super grateful that I found this company to get me a head start.
Always promt and courteous. Service. I’m very satisfied with this firm.
My husband and I started our trust with OATH. Years later, as a widow, I have found them to be helpful and able to quickly getting money released when I need it.
Oath Planning has been a great group! They are knowledgeable and quite helpful. I have been pleased with the returns on my investments andcwith their willingness and ability to answer questions and duscuss and explain strategies.
They all are very knowledgeable and courteous. Helpful with anything that I need.
I utilized Oath Planning for my Family Trust and my investments. The Trust was not difficult because they are highly organized and answered all questions. The Fidelity Investments are expertly managed, and my money is moved to maximize growth. Looking to transfer moey from employer 401K into Oath management rather that the single Fidelity fund.
I work with Alec ...he and the Oath group are always there to ensure goals are being met and I understand what is happening. !
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