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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® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms.  The criteria provided reflects the most recent year for which Financial Advisors/Firms received the award. The criteria used, the number of Financial Advisors/Firms considered for the award, and the number of those who receive the ward, may vary from year to year. For more information, please visit http://www.womenschoiceaward.com/.
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Last Updated: 11/28/16

Webster Office & Mailing Address 1680 Empire Boulevard, Suite 400 • Webster, New York 14580
Geneseo Office 26 E South Street • Geneseo, NY 14454
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