White Oak Planning

White Oak Planning helps blended families, remarried couples, & widows navigate the financial complexity of second marriages.

If you're remarried and curious how to protect your spouse AND your kids from a previous marriage....a widow considering remarriage and want to protect what you've built....navigating the hard conversations that come with blended family finances... this channel is for you.

Jerry and April Dougherty are financial advisors who specialize in blended family financial planning.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC
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The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.