Young Professionals

As a young professional you might find yourself tackling personal finance challenges for the very first time.  Signing up for the right health benefits or retirement plan options at work, or making sure you have adequate life & disability insurance coverage after having kids can seem daunting.  Three Oaks Capital works with young professionals & families across the country to help them make good financial decisions and avoid making major mistakes.  Here are some of the typical issues we help our young professional clients with:


Student Loan & Debt Management

Consolidation & Refinancing
Income Driven Repayment Options
Public Service Loan Forgiveness (PSLF)
Balancing Loans with Savings & Purchases

Cash Flow & Budget Management

Monthly Budget Accountability
Cash Reserve Savings
Home Purchase Analysis & Preparation
Auto Purchase vs. Lease Analysis

Employee Benefit Optimization

Retirement Plan Contribution & Investment Group Health Plan Selection
Employee Stock Purchase Analysis

Risk Management

Disability Insurance Analysis & Planning
Life Insurance Analysis & Planning
Property & Casualty Analysis & Management