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Oak Tree Wealth Management helps families, couples and newly independent women gain confidence in and control over their financial lives.  We leverage our deep expertise in financial planning to uncover our clients core values and goals.

Planning for your financial future is no small task and without the proper guidance and tools it may be difficult to keep yourself safe and on the right trail.  Just as we leverage our financial acumen to help our clients, my family and I partner with highly regarded expert guides to help us plan and safely accomplish our adventures.

As a client of Oak Tree Wealth, you will be able to rest easy knowing we are dedicated to keeping up on the latest changes in the financial markets and providing you with a long term partner you can count on.


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A Fruitful Retirement: Social Security Benefit

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Taking your Social Security benefits at the right time may help maximize your benefit.

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Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

 

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Read this overview to learn how financial advisors are compensated.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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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.

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There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Pundits say a lot of things about the markets. Let's see if you can keep up.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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