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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Calculating your potential Social Security benefit is a three-step process.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Knowing your options when a CD matures can help you make a sound investment decision.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
For many, retirement includes contributing their time and talents to an organization in need.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?