Financial Strength.
Rooted in Stability.
Heritage Oak Financial is a virtual financial advising firm that helps families nationwide achieve the retirement they’ve worked a lifetime to build.
Jason Oliver
No two retirements are alike, and no two retirement strategies should be either. Heritage Oak Financial provides guidance that’s tailored to your specific needs. Whether you’re looking for someone to review your current financial outlook or craft a retirement plan designed to last the next 30-plus years, Jason has the experience and knowledge to guide you.
You don’t have to go it alone.
Our Services
Tools and strategies that evolve and endure through the seasons of life.
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Our services and strategies include:
- Retirement income strategies
- Annuities
- Asset protection strategies
- Life insurance
- Tax-efficient strategies
- Long-term care strategies
- Legacy planning
We can also refer you to professionals who provide the following services:
- Trusts
- Probate
- Charitable giving
- Estate planning
- Tax planning
- Wealth management
- Investments
- IRA and 401(k) rollovers
- IRA legacy planning
Concerned about long-term care?
It’s estimated that seven in 10 Americans age 65 and older will need some type of long-term care. This guide can help you understand possible costs and solutions, including:
- Strategies to help protect your potential caregiver from financial burden
- How much long-term care costs are expected to rise
- The true impact of long-term care
Take the first step today for a better retirement tomorrow.
It’s never too early — or too late — to take control of your financial future. Get started today by scheduling a virtual appointment with one of our financial professionals.