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.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
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.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.