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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® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Women’s Choice Award 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 comprehensive review and client survey. For more information please visit www.womenschoiceaward.com
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Last Updated: 09/19/16

Webster Office & Mailing Address 1680 Empire Boulevard, Suite 400 • Webster, New York 14580
Geneseo Office 26 E South Street • Geneseo, NY 14454
(585) 787-6870 • e-mail us
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