Independent Registered Investment Advisor

Medford, Ashland, Grants Pass, and San Francisco Bay Area

Do you spend more time planning a vacation for your family than you do for your retirement? 

Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials. But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With SkyOak Financial we can help you plan a financial future that will make you and your family excited for your upcoming years. We are Certified Financial Planners (CFP), we have a team of Advisors that work together to provide a customized solution. We specialize in Financial Planning for Women, Business Owners, Physicians, Same Sex Couples and LGBT.

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   229 N. Bartlett Street               228 Hamilton Ave. 2nd Floor          1745 Washburn Way                 518 Washington St.

   Medford, Oregon 97501          Palo Alto, CA 94301                        Klamath Falls, OR 97603          Ashland, OR 97520

800-971-8070  Toll-free                      800-971-8075    Fax                         

Certified Financial Advisor CFP in Medford