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.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Understanding how a stock works is key to understanding your investments.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
$1 million in a diversified portfolio could help finance part of your retirement.