River Oak Partners LLC


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2017 Key Numbers

This is your 2017 complete guide to key planning numbers for; Tax, Business, Education, Protection, Estate, Govt. Benefits, Retirement and Investment Planning.

College Planning and Savings Tool Kit

This tool kit offers college savings guidance. The kit contains a savings work sheet, a description of college savings choices and financial aid options, an overview of the FAFSA (Free Application for Federal Student Aid) to help students and families understand financial aid opportunities. Also get the Ultimate College Resource List.

I want to start investing/saving, where should I start; 401k, Brokerage Account or Roth?

Strategies for smart savers.

Millennial Resource Center

Answers and decision making tools helpful to many of the questions young people face. An excellent resource guide for the young professional.

How to Protect Your Small Business From Cyber Threats

Risk management is a key component in any successful business plan. In today's world where data breaches are common occurrences it's especially important for business owners to understand the digital risks they face.

Microsoft Office Templates

An excellent resource for Microsoft Office Templates to help with life's challenges. Templates to help manage finances, job searches and fitness.

Fiduciary Training Kit

The Fiduciary toolkit, offers templates, tools and resources to help plan sponsors assess and manage their fiduciary responsibilities associated with employer based retirement plans.