williamoakes.com

Acorn Financial Services

Bill Oakes is a financial professional and active member of his community, dedicated to helping individuals, families and business owners build their financial futures through the accumulation and protection of wealth. As a member of an independent financial firm, he has the capability of working with a broad array of financial institutions and insurance carriers. This allows him to leverage the products and services of these organizations to provide clients with unparalleled services, the best products and

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Oakes, Bill

12395 Wo●●●●●●●●de Drive

San●●●ego , CA, 92128

US

1-800●●●●●-2834

do●●●●@emerald.fiserv.com

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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

US

1.85●●●●6262

do●●●●@emeraldtools.com

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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

US

1.85●●●●6262

do●●●●@emeraldtools.com

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Acorn Financial Services | williamoakes.com Reviews

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Bill Oakes is a financial professional and active member of his community, dedicated to helping individuals, families and business owners build their financial futures through the accumulation and protection of wealth. As a member of an independent financial firm, he has the capability of working with a broad array of financial institutions and insurance carriers. This allows him to leverage the products and services of these organizations to provide clients with unparalleled services, the best products and

<META> KEYWORDS

1 Protection

2 investments

3 insurance

4 life insurance

5 risk management

6 LTC

7 long term care

8 disability income insurance

9 business overhead expense insurance

10 business succession planning

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about us,objectives,our location,services,licenses,your role,education center,business solution,links,tell a friend,learning center,articles,calculators,newsletters,glossary,tax library,videos,flipbooks,market watch,detailed quote,symbol lookup,charting

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Acorn Financial Services | williamoakes.com Reviews

https://williamoakes.com

Bill Oakes is a financial professional and active member of his community, dedicated to helping individuals, families and business owners build their financial futures through the accumulation and protection of wealth. As a member of an independent financial firm, he has the capability of working with a broad array of financial institutions and insurance carriers. This allows him to leverage the products and services of these organizations to provide clients with unparalleled services, the best products and

INTERNAL PAGES

williamoakes.com

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Acorn Financial Services

http://www.williamoakes.com/marketwatch.cfm

Markets at a Glance. William S. Oakes, CFP. 290 West Mount Pleasant Avenue. You'll find a number of tools to help you track the financial markets, retrieve quotes, view charts, and even monitor the performance of your own portfolio. Detailed quote information for one company. Find a company's stock symbol. Compare quote information for multiple companies. Markets at a Glance. An overview of today's market performance. Real-time charts, trend lines, and over 15 technical indicators.

2

Acorn Financial Services

http://www.williamoakes.com/videos.cfm

Markets at a Glance. William S. Oakes, CFP. 290 West Mount Pleasant Avenue. One survey found that 50% of current retirees had to retire earlier than they expected. Source: Employee Benefit Research Institute, 2015. These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. A Wild Ride: Understanding Market Volatility. Open Video New Window. Open Video New Window.

3

Education Center : Acorn Financial Services

http://www.williamoakes.com/Education-Center.6.htm

Markets at a Glance. William S. Oakes, CFP. 290 West Mount Pleasant Avenue. As you prepare for our initial meeting, consider the topics discussed in these brief summaries and how they relate to your long- and short-term financial goals. Making Your Retirement Everything You Dreamed It Would Be. Imagine waking up on your first day of retirement. What will you do all day? Romp with the grandkids? Go sailing or take a trip? Planning a Legacy for Loved Ones. Fortunately, Acorn Financial Services offer a sele...

4

Acorn Financial Services

http://www.williamoakes.com/flipbooks.cfm

Markets at a Glance. William S. Oakes, CFP. 290 West Mount Pleasant Avenue. Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. Ben Bernanke, Former Chairman of the Federal Reserve. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it. Time to Get Tax-Savvy:.

5

Acorn Financial Services

http://www.williamoakes.com/calculators.cfm

Markets at a Glance. William S. Oakes, CFP. 290 West Mount Pleasant Avenue. Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Source: Employee Benefit Research Institute, 2015. How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Loans and Credit Cards. How much will it cost to pay off a loan over its lifetime? Determine whether you should consider refinancing your mortgage. Use this ca...

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williamoakes.com

Acorn Financial Services

William S. Oakes, CFP. Markets at a Glance. William S. Oakes, CFP. 290 West Mount Pleasant Avenue. Percent Difference (when noted with %) otherwise Last Price. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. Financial terms from A to Z. Manage your taxes and prepare for the upcoming tax season. Use this calculator to estimate the federal...

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