Kristen Rayner of GV 47 is excited to announce that together with Ross Brown, Acorn To Oak Financial is open for business!
With over 40 years of combined experience in personal finance, Kristen & Ross have formed this new Firm to work with families and small businesses to manage their savings, investment and insurance needs. By running an independent practice, Acorn To Oak Financial can serve clients from a “strategy-first, product-last” approach. Their unique process allows them to follow a consistent and principle-based approach to building financial futures, rather than pulling products off a product shelf that can stand in the way of a client reaching their full potential.
Click below for a quick video of introduction, and be sure to follow the Facebook business page for updates and lots of great resources.
“Everything we do for our clients is structured and intended to ultimately increase their net worth, while reducing their overall risk.
Our mission is to do this without any real sacrifice in our clients’ lifestyle.”