White Oak Financial Services

The educated approach to financial decisions.

My name is Tim Schriber. Welcome to my Web site.

As a financial professional with AXA Advisors, LLC and active member of the Chelsea, Michigan community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my 10 year career, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • FINRA Securities Registration: Series 6, Series 7 and Series 64

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather then just recommending a combination of unrelated products, first I will consider your specific financial goals and investment objectives. Working together, we will formulate a stratege to help you address your goals. Then, if it is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can recommend the appropiate products and services to help you execute your strategy.

My wife Kathy and I live in Manchester, Michigan with our three children. Thank you for visiting.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

More Newsletters →

July 04, 2009 @ 09:29 PM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91
Russell 2000 497.21- 20.25
NYSE Composite 5,775.24- 178.77
10 Year Treasury Note 3.50- 0.05

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