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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Probate can be a completely public process, or it can be managed to include as little information as possible.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are ways to improve your physical fitness without denting your fiscal fitness.
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.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.