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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
For some, the social impact of investing is just as important as the return, perhaps more important.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Taking regular, periodic withdrawals during retirement can be quite problematic.
What can be learned from the savings rate?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Three things to consider before dipping into retirement savings to pay for college.