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OakWood Financial Services provides comprehensive financial planning with a specific focus on retirement planning. Whether you're retiring this year, at some point in the future, or even if you've already retired, Michael R. McNaughton, CFP®, CLU®, CLTC, AIF®, and Daniel Schmitz, AIF®, CLTC can help you devise a sound strategy to target your financial goals.

With our experience in the retirement planning process we know that retirement can bring forth many different - often conflicting - emotions. There is usually anxiety, as well as excitement. You can avoid most of the fear, concern and confusion, allowing you to concentrate on the positive aspects of being retired, when you have a customized financial strategy in place.

We bring you a 360-degree perspective so that you can be confident of getting an analysis that's truly comprehensive and tailored to your personal needs. Plus, our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support.

Plan for your retirement with the help of OakWood Financial Services.

Take the first step by contacting us for a no-obligation consultation. The sooner you do, the sooner we can start helping you pursue your financial and retirement goals.

The Women’s Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed, though may pay a fee to cover survey costs. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of 2/2016, of the 783 considered, 122 were awarded. www.womenschoiceaward.com
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Last Updated: 03/01/17

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Geneseo Office 26 E South Street • Geneseo, NY 14454
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