White Oaks Wealth President Bob Klosterman quoted in Investment News
Minneapolis, MN April 18, 2008 -- Investment News in an article titled "Retirement Software Evolution". The article addressed the issue that there are not many software tools available yet for planners that address the retirement distribution phase. Bob Klosterman, President and & CEO of White Oaks Wealth Advisors, Inc, commented that he believed software development will keep pace with planners needs. "It's always easier to look back than look ahead when modeling a portfolio, but if you've got the standard deviation, the portfolio value and your basic tax pots, you can model anything you want" he posited.
"Having the right tools is essential in planning for clients. We are always out looking for new software that will add value to client's planning and our firm needs," remarked Bob Klosterman, President and CEO of White Oaks Wealth Advisors, Inc. Sharon Bloodworth, Vice-President of the company, added "Bob has always been on the cutting edge of technology in our industry and was selected for a large technology conference panel last year. One great thing about being a 21 year old firm is that we have used and evaluated many of the software tools available and feel we currently have best of class."
White Oaks Wealth Advisors, Inc (http://www.whiteoakswealth.com) is a private, fee-only wealth management firm with offices in Minneapolis, MN and Sarasota FL that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com"Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.
White Oaks Wealth President Bob Klosterman quoted in Investment News
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