Samuel Kim

Background

About Samuel Kim

I am a financial advisor at Red Oak Wealth Management, LLC. At Red Oak, we help individual and business clients develop and implement custom financial strategies to achieve desired goals with a focus on risk and tax efficiency. Financial decisions regarding assets cannot be made until we understand their purpose and the plan for distribution. Our unique approach views your assets and income in three general categories: Consumption, Contingency and Legacy. Each asset type has different risk and tax characteristics which impacts your liquidation strategy. We will help you develop and manage your financial playbook and give you confidence that you are on track for reaching life's Securities and investment advisory services offered through NEXT Financial Group, Inc.(“NEXT”), a Registered Broker Dealer (Member FINRA/SIPC and Registered Investment Advisor. Red Oak Wealth Management, LLC is not an affiliate of NEXT. To view other important client information, visit Posts on this site may not reflect the views or opinions of NEXT. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.