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The Process

  • Asset allocation and ongoing investment management advice
  • Retirement plan design and selection
  • Risk management
  • Estate planning
  • Cash flow management
  • Planning for new investors, partners and/or successors
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Investment advice offered through OneAscent Financial Services, LLC, d/b/a Provident Oak Financial, LLC, a Registered Investment Adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any certain degree of skill or training.

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