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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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.
For many, retirement includes contributing their time and talents to an organization in need.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.
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.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.