Young Professionals


As a young professional you might find yourself tackling many personal finance problems for the very first time.  Signing up for the right health benefits at work, deciding how much to contribute to the company retirement plan, and deciding whether to buy or lease a car can seem daunting.  Three Oaks works with young professionals across the country to help them make good financial decisions and avoid making major mistakes.  We work with people trying to build wealth, not just those who already have it.

Typical Issues We Assist With

• Student debt management
• Cash flow & budgeting
• Retirement plan contribution and investment selection
• Assessing mortgage options
• Buying vs. leasing an auto