OakShield Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Cody Perkov

Cody Perkov

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Cody Perkov's website

Team

Peter Reikes

Peter Reikes

Paraplanner

Doreen Kirley

Doreen Kirley

Client Service Specialist

Derek Prichard

Derek Prichard

Intern

Amy Kinsella

Amy Kinsella

Client Service Coordinator