Skip to content
facebooklinkedinenvelope
  • T: 815.476.2105
  • F: 877.217.1112
Reach out to us.
  • Home
  • Our Team
    • Our Team
    • Stephen James Francis
    • Wesley E. Smith
    • Kara Mason
    • Michael J. Manner
    • Christopher Francis
    • Craig Long
    • Laura Martin
    • Jacqueline Danalewich
    • Yanilsa Pinkus
    • Marjorie Daly
    • Ashley Wandless
    • Shanna Ramsey
    • About Raymond James
  • Our Difference
    • Our Difference
    • Goal Planning & Monitoring (GPM)
      • Goal Planning & Monitoring (GPM)
      • GPM FactFinder
    • Our Process
    • The Value of a CFP
  • Our Clients
    • Our Clients
    • Services
    • Case Study 1
    • Case Study 2
    • Case Study 3
  • Our Community
  • Resources
    • Resources
    • Worthwhile
    • Video Library
    • Insights & Commentary
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Oak Knoll Financial Strategies, LLC
    205 S. Water Street Wilmington, IL 60481-1375 T: 815.476.2105 F: 877.217.1112
    Map and Directions Map and Directions
Oak Knoll Financial Strategies, LLCOak Knoll Financial Strategies, LLC
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Charitable
    • Goal Planning
    • Housing
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Focus on philanthropy this Fall
Review key market dates and timely financial planning tasks.
Estate & Giving
What time is the right time for retirement?
Age may just be a number, but when it comes to retirement, it matters.
Retirement & Longevity
Read
Read
Don't give in to inflation panic
Dealing with inflation and a bear market as you near retirement.
Markets & Investing
Assembling your wealth planning team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision.
Retirement & Longevity
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Read
Long-term care insurance can support your future flexibility
Asset-based long-term care may be a worthwhile addition to your financial plan.
Retirement & Longevity
View
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
Read
Why work with a financial advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Rising rates, inflation and your pension plan options
Deciding on annuitized payments versus a lump sum takes some tricky math.
Retirement & Longevity
ADVICE YOU CAN COUNT ON
Oak Knoll Financial Strategies, LLCOak Knoll Financial Strategies, LLC
  • 205 S. Water Street Wilmington, IL 60481-1375
  • T 815.476.2105
  • F 877.217.1112
  • Map & Directions
  • Map & Directions
facebooklinkedinenvelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
 
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC |Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Oak Knoll Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Legal Disclosures | Privacy, Security & Account Protection | Terms of Use