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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are six flags that may make your tax return prime for an IRS audit.
It may help your business be better prepared in the event of the death of a principal or key employee.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like the junk in a junk drawer.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What if instead of buying that home, you invested that money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.