Red Oak Financial Partners
Helping you stand tall
through all life’s moments
Just as an oak tree stands resilient against stormy winds, Red Oak Financial offers a steadfast financial foundation designed to help you thrive during life's storms and brightest moments.
Whether preparing for retirement, navigating tax strategies, or crafting your legacy, our dedicated team is committed to fostering the confidence you need to achieve the life you’ve worked hard to make a reality.
No matter the storm, we’ll help you weather it
Here’s a look at just a few examples of the challenges we help clients just like you overcome.
"I don't want to change my lifestyle now that I'm not working."
You don't have to.
"I'm scared my taxes will impact my ability to maintain my lifestyle."
Not here
"What options do I have to protect the people and things I love most?"
We'll figure it out.
"Am I using my Social Security benefits the right way?"
Let's find the best options.
Our Services
Protecting your wealth under a canopy of care
We use the key components of a confident retirement to help you craft a strategy as strong as whatever life brings your way.
Retirement Income Strategies
Craft a fulfilling retirement with our personalized income strategies. We analyze your assets and expenses to help you enjoy your retirement free of financial worries.
Tax Minimization Strategies
Help maximize your wealth with our tax minimization strategies. We identify opportunities to reduce your tax liability so you can keep more of what you earn.
Insurance Strategies
Better protect what matters most with our tailored insurance strategies. We assess your needs to recommend the right coverage options for your financial security.
Life Insurance
Work to ensure your loved ones' financial confidence with the right life insurance strategy. We help you find coverage that offers peace of mind for the future.
Social Security Optimization
With our experienced guidance, you can maximize your Social Security benefits. We help you navigate claiming options to enhance your retirement income effectively.
Our difference is
our story.After both of Red Oak Founder, Ryan Donelson’s, grandfathers passed away unexpectedly, he witnessed his grandmothers’ struggles as their once-confident retirement became unclear and uncertain. This experience inspired Ryan to help others try to avoid a similar retirement instability.
With a uniquely pressure-free approach focusing on comprehensive strategies, minimizing taxes and providing financial confidence and protection, Red Oak’s mission is clear: to uplift families and help them live with confidence, clarity and financial strength for generations.
No matter where life leads, you have a path and a partner
Contact us today to learn more about how we can help you build a strategy tailored to your unique vision for the future.
Contact Us
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717-894-5931
2200 S. George St.
Plaza A
York, Pennsylvania 17403
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.