Welcome to Oak Tree Financial Services, LLC
We would like to welcome you to Oak Tree Financial Services, LLC’s new 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 new 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
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Comparing Investments
Estimate the potential capital gains taxes due on your transactions.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?