"Total Black"

Think you deserve more?  We think so too.  Introducing "Total Black."  This unique program is for clients of Black Oak with more than $500,000 of assets invested.  We've created strategic partnerships with the top CPA's and attorney's in the area.  Through this program you're granted access to these partnerships just for being a client.  Membership in this program includes personal tax returns completed annually by one of our CPA partners, wills implemented, reviewed and updated every five years at a minimum by one of our strategic partner attorneys, initial estate plan consultation and quarterly reviews of your portfolio with us at Black Oak - all at no additional charge.  Are you getting this with your firm?  Give us a call.  We eagerly await the opportunity to show you Total Black.