How can our TEAM help you?

We have been serving the financial needs of our clients for more than 30 years. As Financial Planners for Lone Oak Investment Group located in Sherman, Texas, we strive to develop long-term relationships with our clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.

Our Services

Institutional Investing

We take the time to understand your investing goals and risk tolerance. Then we build a portfolio using high quality low cost institutional investment solutions tailored to your needs.

Retirement Planning

We help clients retire with dignity. Our team works closely to understand how your retirement goals build a solid plan to help you achieve them.

Legacy Planning

We help our clients leave a lasting legacy and ensure that their assets pass to whom they want in the manner that they desire.

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