Tools & Resources
Understanding Your Options.
Learn the basics of personal finance with helpful budget tools
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A simple service that gets you direct access to FIX YOUR CREDIT NOW
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Generate an estimated mortgage rate report
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Generate an estimated mortgage principal, interest, taxes, insurance rate load rate
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Determine if you are financially prepared for these expenses
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Find out how much life insurance you'll really by using this helpful tool.
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Zero in on areas of your business that may need attention
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Use this tool to help you create a balanced portfolio of investments
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Use this tool to see how you can preserve your wealth for future generations
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Do you need a more hands on approach to your estate planning?
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See your maximum 72(t) distribution
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Use this calculator to determine your economic value for you and your loved ones
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Tips for college
Understand ways to plan for your future retirement years
Learn how investing can help you build wealth
https://wealth.emaplan.com/
Work one-on-one with a West Oak Financial advisor to design the perfect strategy for you and your family's finance and investment goals.
