Secure Your Future
Black Oakk Financial was created to inspire, motivate, and empower individuals to impact change and move families towards economic mobility and multigenerational wealth.
The Purpose
Black Oakk Financial was created to inspire, motivate, and empower individuals to impact change and move families towards economic mobility and multigenerational wealth. Our mission is to support families through Financial Education. Black Oakk’s strategies are a culmination of years in the banking, finance, and tax industries. By helping families Optimize their taxes, Acquire Assets, and then Protect those Assets we create generational wealth that can continue to grow beyond our years!
How do we do it
We leverage our expertise and years in business to provide extremely specific services and resources to our clients on an individual basis. We discuss your goals, and we help you create a plan to help you attain those goals. These practices not only benefit our individual clients and their families but entire communities. Our team of committed visionaries allows us to be confident that this lofty goal is attainable.
What We Offer
Tax Preparation & Optimizations
Optimizing your current return and planning tax strategy based on your future goals
Financial Strategy Consultation
Goal setting, Life Insurance, Home Ownership, Trusts, Investments, etc
Small Business Consultation
Business Formation, POS Systems, Licenses, Insurances, Payroll, etc.
Curtis McCutcheon
My goal is to create Millionaires and Trust-Fund babies. After years in the Banking and Finance industry, I realized that majority of people that become millionaires do it by following a strategy. There are numerous ways to achieve your goals and I’m here to share mine and help you develop and achieve yours. I don’t have a get rich quick scheme but I did discover a process that requires Short-Term Sacrifice, a Long-Term outlook, and Determination to keep you Motivated to achieve your financial goals!
Education: Master’s Degree in Finance
Work Experience: Banking and Finance (over 15 years)
Entrepreneurial Ventures: Event Promoter (20 years), Real Estate (13 years), Bar Restaurant Owner (10 years), Small Business Consultant (2 years)