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 89 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.
Helpful Content
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A Decision Not Made is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
View all articles
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
View all calculators
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.