SilverOak Financial Group • www.silveroakfi nancial.com
Primary Offi ce: 10777 Westheimer Road, Suite 1070 • Houston, TX 77042 • 713-830-6315
Satellite Location: 10010 San Pedro Ave., Suite 510 • San Antonio, TX 78216 • 210-507-3620
What is SilverOak Financial’s philosophy?
Mike: “We’ve found that the key to building smarter portfolios
and plans is getting to know our clients personally. Every
individual or business has unique fi nancial circumstances and
objectives. We give our clients an unbiased evaluation of their
situation and provide customized fi nancial advice.”
What types of clients do you serve?
Michael: “We serve individuals, small business owners,
corporations and professional organizations located
throughout the nation. Our corporate clients are from a
variety of industries, from wineries to auto parts companies.”
What are some of the services you provide?
Mike: “Financial and retirement planning, investment
management, annuities, life and disability insurance
are among the services we offer.”
How do you determine the products you recommend?
Michael: “As a totally independent group, we don’t
have proprietary products that we are required to sell.
We recommend the best products that fi t each client’s
unique needs. By designing optimized solutions that are
client-driven, not product-driven, we develop specifi c
solutions for our clients.”
How do you work with new clients?
Mike: “Before we make any recommendations, we focus on
understanding our clients’ needs. We have found the best
results occur after we have done our homework and gained
an understanding of our clients’ goals and risk tolerance.”
Which broker/dealer are you affi liated with?
Michael: “We enjoy a great working relationship with
Woodbury Financial Services, our broker/dealer, who assists
us with our securities trades. We’re very pleased to be
affi liated with Woodbury, recipient of the 2006 Broker/Dealer
of the Year Award in Division IV, the largest category.”
What are the qualifi cations of your staff?
Mike: “We ar