- oak Financial launched in 2025 as the next generation of "Ideas by Mike". Ideas by Mike, a dynamic financial planning and insurance agency, is a vision of Mike to create a unique next generation financial firm. I have added my lessons on the growth from Ideas by Mike to 1. oak Financial so you can see what is in front of you in the coming years.
For those looking to be members of 1. oak Collective, watch the video below about what is included and comment "meet" below to schedule a time with our client success team.