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.
Helpful Content
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
View all articles
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Doubling Your Money
This calculator demonstrates the power of compound interest.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.