Red Oak Asset Management, Inc.
Qualia, Inc

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Welcome to Red Oak

At Red Oak, you are the asset. By combining your dreams with my expertise as a registered life planner and certified financial planner, I can help you find the best way to get where you want to go.

Jeri Parrott
Founder and Owner

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Philosophy

I believe that money is not the asset — you are. Money is simply the fuel to power your life engine. Regardless of your current financial situation, you deserve guidance to make it work for you. By learning about you and your dreams, I can help you make plans to realize those dreams.

  • Are you in a committed couple? I will help you construct a trusting financial foundation.
  • Did you just graduate? I'll guide you through juggling your job and debt.
  • Are you buying your first home? Let's collaborate to find out what you can truly afford.
  • Are you newly single? You'll want a guide as you move into a new financial situation.
  • Leaving your job? Let me help you meet your new challenges.

Let's talk and discover together where you want to go and how best to get there. You are closer than you think. You dream, I listen, we create.

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Process

The Red Oak Asset Management Process

Our process is collaborative, bringing together your life goals with my 30 years of professional experience.

Initially, I meet with you for a half hour to see if our ways of looking at financial life goals are compatible. There is no charge for this meeting. We discuss your life dreams and find out if you are really interested in creating a financial life plan with me.

After this initial meeting, we are ready for the next step. I will ask you to work out your answers to three life questions. We review your answers and your financials, and then settle down to co-create your financial life plan.

Your financial life plan will give you a map for bringing your financial dreams into your present life. We then set up a series of meetings to discuss the questions that will come up as you live out your dreams.

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Services

Planning:

  • Budget creation
  • Life planning
  • Retirement income planning
  • Retirement accumulation
  • Business succession
  • Special needs planning

Investments:

  • Stocks and bonds
  • Mutual funds
  • Annuities
  • Life insurance
  • Long term care insurance

Fees:

  • Sliding scale hourly
  • Commission
  • Flat fee

Workshops:

  • Savvy Social Security for Boomers
  • Retirement Income Planning

Go to my linkedIn page for more info.

Securities and advisory services offered through Harbour Investments, Inc. Member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
Securities licensed in AZ, CA, FL, MN, WI.

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Biography

Jeri Parrott

My passion is working with people and using financial literacy to help them realize their dreams. This calling emerged indirectly from a background in law and taxes.

After graduating in 1980 from the San Fernando Valley College of Law, I worked in the tax department of several accounting firms. Tax law is useful for me to know about but turned out not to be my true calling. In 1983 I changed professional direction and started working in the investment business in and around Milwaukee, Wisconsin. It was through my experiences with investments that I realized I had a tool that could be used to help others. This became my passion in life. I strive each and every day to use my skill, education, and background to help others achieve their goals.

Financial planning is a field with some elements that change continually. I make a point to stay on top of new information. I became a Certified Financial Planner in 1989 and a Registered Life Planner in 2010. These earned credentials barely scratch the surface of who I am: someone deeply committed to using financial knowledge, thoughtful planning, and solid financial decision making to help you achieve your life goals. I take the power out of numbers so the power returns to you.

In 2008 I relocated to the Madison, Wisconsin area where I found a thriving community of people with heart and passion. I have made this area my home and have felt very welcomed since making this move.

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Contact Us

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2702 International Lane Suite 111, Madison, WI 53704   •   608.240.1616   •