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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
However exciting retiring abroad may sound, it deserves considerable planning.
Being healthy not only makes you feel good, it may also help you financially.
Calculating your potential Social Security benefit is a three-step process.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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 a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.