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Paul Newman, CLU, ChFC
A Registered Representative and Registered Investment Advisor Representative with Silver Oak Securities, Inc.
A Registered Representative and Registered Investment Advisor Representative with Silver Oak Securities, Inc.
Our Mission
To become your leading resource for information on retirement and estate planning, business planning and services, and financial consulting.
How Asset Planning Services Can Help You
For over 30 years, we have helped people plan for the future. We used to say that if we had a crystal ball, we could plan your future accurately. Now we have determined that we really don’t need a crystal ball as we know that there are only 3 possibilities in your future: (1) you will live, (2) you will die, or (3) you will become disabled.
If you live, you should make sure that your money doesn’t run out before you do. If you die, you should be sure that you have created the proper legal and financial plan for your heirs. If you become disabled, you should be sure that you have a plan to pay your bills without working. We can help you plan for these without needing the crystal ball!
If you live, you should make sure that your money doesn’t run out before you do. If you die, you should be sure that you have created the proper legal and financial plan for your heirs. If you become disabled, you should be sure that you have a plan to pay your bills without working. We can help you plan for these without needing the crystal ball!
Services Offered
Individual Planning Strategies
We believe people are vulnerable to a variety of wealth-eroding factors including inflation, lack of proper legal protection, inadequate tax planning, improper asset allocation, insufficient insurance protection, and unnecessary complexity. We offer the following services for individuals:
Investment advice
Retirement strategies
Tax-saving strategies & tax preparation
Insurance products (life, health, long-term care, disability insurance)
Business Planning Strategies
Our effort in providing the best 401k service is to focus on each participant as our individual client. We have the planning tools to enable us to help each person in the 401k plan set goals and monitor their results. We offer the following services for businesses and small corporations:
Retirement plans
Employee benefits
Business succession planning
Disability Insurance
We believe people are vulnerable to a variety of wealth-eroding factors including inflation, lack of proper legal protection, inadequate tax planning, improper asset allocation, insufficient insurance protection, and unnecessary complexity. We offer the following services for individuals:
Investment advice
Retirement strategies
Tax-saving strategies & tax preparation
Insurance products (life, health, long-term care, disability insurance)
Business Planning Strategies
Our effort in providing the best 401k service is to focus on each participant as our individual client. We have the planning tools to enable us to help each person in the 401k plan set goals and monitor their results. We offer the following services for businesses and small corporations:
Retirement plans
Employee benefits
Business succession planning
Disability Insurance
Securities and Registered Investment Advisory Services Offered Through Silver Oak Securities, Inc.
Member of FINRA / SIPC Office of Supervisory Jurisdiction (OSJ) 403 North Parkway, Suite 101, Jackson, TN 38305 (731) 668-3825
SOSI Form CRS
Asset Planning Services, Inc. and Silver Oak Securities, Inc. are separate entities.