Welcome to Oak Tree Financial Services.
Oak Tree Financial Services, LLC Is an independent, boutique investment firm founded in 2009 with the belief that the interests of the clients must always come first. Our experienced staff has over 90+ years of cumulative financial service experience and look forward to helping you every step of the way. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions.
Oak Tree provides a full range of financial planning services and wealth management for those who seek help to protect and work toward increasing their financial assets. Our investment process is designed to provide you with a profile of your current financial standing, as well as information about how we can help you pursue your financial goals.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When do you need a will? The answer is easy: right now.