Welcome to Oak Tree Financial Services, LLC
We would like to welcome you to Oak Tree Financial Services, LLC’s website. This is our “virtual office” and we designed it for clients to use as a complete financial planning and investment resource. We encourage you to roam our “office” and learn more about our organization, our people and the array of resources available to you from one comprehensive site. The purpose of the site is threefold.
First, we want to give our clients a place to go to find out what is happening at our company and to have an easy way of communicating with us, at your convenience.
Second, we want you to have access to the latest information available regarding your accounts and us in a centralized location.
Lastly, we will be providing information on planning and investing that we will believe is relevant to our clients. We want you to know how much we value these relationships as well. It is our hope that by putting this type of information at your fingertips we can continue to provide the services you have come to expect from us.
We hope that you will find this addition to Oak Tree Financial Services enjoyable and beneficial.
If you have any comments or questions please feel free to contact us. Thanks for visiting.
Helpful Content
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Life and Death of a $20 Bill
How long does a $20 bill last?
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Investments
Estimate the potential capital gains taxes due on your transactions.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Your DNA Test
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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Rightsizing for Retirement
What does your home really cost?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.