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10194 Crosspoint Blvd, Suite 100, Indianapolis, IN 46256

(317) 842-8488
threeoaks@ceterainvestors.com
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Financial Confidence To Live Fully Today And Safeguard Your Ideal Future

Living fully today and preparing well for the future starts with understanding how your financial decisions fit together. Based in Indiana, our team combines personal care, practical perspective, and a planning-first process so your money has a clearer role in the life, retirement, and legacy you want to build.

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Comprehensive Services That Help Bring The Pieces Together

From personal planning to business services, Three Oaks helps connect the decisions shaping your money, family, work, retirement, and legacy.

Individual & Family Services

Bring retirement, investments, taxes, insurance, education, family priorities, and legacy into one clearer conversation.

Explore Our Personal Services

Business Services

Connect company decisions with your personal finances, family priorities, and long-term goals.

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Partner With A Team That Brings Personal Attention And Practical Perspective To Your Full Picture

Partner With A Team That Brings Personal Attention And Practical Perspective To Your Full Picture

At Three Oaks, relationships come first because strong planning starts with knowing the people behind the numbers. Our team brings shared perspective across retirement, investments, insurance, taxes, estate conversations, business needs, and legacy, while coordinating with CPAs, attorneys, and other professionals when helpful. You get a planning relationship that feels personal, practical, and grounded in the people and priorities behind each decision.

A Thoughtful Planning Relationship For Every Life Chapter

Wherever you are today, Three Oaks helps you bring more order and intention to the financial decisions shaping what comes next.

Individuals & Families

For families balancing goals, accounts, and priorities that all affect one another.

Pre-Retirees & Retirees

For clients preparing for income, Social Security, taxes, and life after work.

Educators

For teachers navigating pensions, workplace plans, and retirement benefits.

Business Owners

For owners connecting business decisions to family, retirement, and succession.

See Who We Serve

Bring Order To Your Financial Life

Your questions may be connected to more than one account, decision, or season of life. A conversation with Three Oaks can help you talk through where you are, what deserves attention, and whether our planning-first approach fits your next step.

We’re Here To Help
An Approached Centered On You

An Approached Centered On You

A planning-first approach gives every financial decision more context. At Three Oaks Financial Planning, we take time to understand where you are today, what matters to your family, and what you want your money to support over time. From there, we help you navigate your options, stay focused on your goals, and make the most of the assets that are meant to support your life, retirement, and legacy.

Financial Insights For More Informed Conversations And Decision-Making

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.
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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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Take The First Step Toward A Clearer Financial Picture

Bring your questions, accounts, and priorities to a conversation built around understanding your full picture. We’ll help you sort through the details, understand your options, and see what deserves attention next.

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