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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
For some, the social impact of investing is just as important as the return, perhaps more important.
It's important to understand the pros and cons when considering a prepaid debit card.
Ascertaining the value of your business is important for a variety of reasons.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Three things to consider before dipping into retirement savings to pay for college.
There are things you can do to keep yourself safe when you lose your wallet.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?