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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Ascertaining the value of your business is important for a variety of reasons.
Don't let procrastination keep you from pursuing your financial dreams and goals.
What can be learned from the savings rate?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: right now.
With alternative investments, it’s critical to sort through the complexity.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?