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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Knowing your options when a CD matures can help you make a sound investment decision.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that home, you invested that money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.