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Our SolutionsYour path starts with a financial planJust as a blueprint is needed to build a house, a financial plan helps you reach your goals and live the life you've always dreamed of. When we work together, we will discuss strategies, services and products we offer to help you align your financial plan to your needs.
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Financial planning

Financial planning is personal. That's why our conversations focus on your unique values and goals.

We'll talk about
•

Your values, financial needs and goals

•

How to build a financial plan with a strong foundation

Products and services we may discuss
Dedicated Planning Services→Managed Accounts Program→
Our Process

Pursuing your financial goals, together

Understand

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Your Financial Goals: Understand, Strategize, Implement, Adapt
Your Financial Goals: Understand, Strategize, Implement, Adapt

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Our ApproachHow we work with clientsAt WhiteOak Financial Group, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
WhiteOak Financial Group Our Approach image

Personalized discovery

We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.


Strategic planning

Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We'll work closely with you to develop a plan you feel confident about.


Expert guidance and implementation

After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.


Proactive long-term partnership

Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider us your long-term partner as you work toward lasting financial success.

INSIGHTSRead about financial topics
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Planning for Special Needs Individuals and Their Families │ Tuesday, September 29, 5:30 – 7 p.m. CT │ Ushers Ferry Lodge, 5925 Seminole Valley Trail NE, Cedar Rapids, IAJoin us for a free workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs, and is an ambulatory wheelchair user herself.Topics discussed will include:•    Resources: state, local and federal•    IEP vs. 504•    Special needs trusts•    Medicaid and Medicare•    ABLE accounts•    Support options•    Tax considerations•    How personal financial planning impacts special needs planningEnjoy a complimentary meal while we watch Hannah's livestream presentation together. You will have an opportunity for Q&A after she speaks.REGISTERSign up at https://SpecialNeedsPlanningCR.eventbrite.com. You may also call our office at 319-366-2991 or email teresa.burkett@thrivent.com.If able, please sign up by Wednesday, September 23. Walk-ins are also welcome. This educational event is designed for all families who wish to learn more about special needs planning. We encourage you to invite anyone who may benefit from attending. Ushers Ferry Lodge is ADA-accessible.No products will be sold. For additional disclosures, see Thrivent.com/social.
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Leaving a Thriving Legacy – Watch Party Lunches │ Wednesday, October 14• 11:45 a.m. – 1:15 p.m. Central time │ The Hotel at Kirkwood Center, Meeting Room 124, 7725 Kirkwood Blvd. SW, Cedar Rapids, IA• 11:45 a.m. – 1:15 p.m. Central time │ DeWitt Community Library, 917 5th Ave., DeWitt, IA•12:45 p.m. – 2:15 p.m. Eastern time │ Amy Van Andel Library, Meeting Room 2, 7215 Headley St. SE, Ada, MI Join us for a free educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:• Essential estate planning documents everyone should have• The purpose and role of a will• Estate taxes and annual gifting limits• How the probate process works• Advantages of naming beneficiaries on accounts• The SECURE Act 2.0 and its impact on retirement accounts• Long-term care planning: costs and options• Charitable giving strategies and opportunities• How qualified charitable distributions (QCDs) work• Life insurance: Creating stability for every stage of lifeTogether, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your adult beneficiaries to attend this educational opportunity.Enjoy lunch provided by our Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.To register, call our offices at 319-366-2991 (Cedar Rapids), 563-659-2991 (DeWitt), 616-805-7207 (Comstock Park, MI) or email teresa.burkett@thrivent.com. Please sign up by October 8 if able, but walk-ins are welcome.No products will be sold. For additional disclosures, see Thrivent.com/social.
Wealth transfer
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
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Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 563-659-2991

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.