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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It sounds simple, but paying yourself first can really pay off.
A look inside the U.S. government's statistics on household net worth.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.