At Oak Tree Wealth Management we want to help you reach your goals. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional on your side?
Oak Tree Wealth Management is an independent firm located in San Ramon in the East Bay area of Northern California. We work with families and individuals that have reached a solid level of success and want a financial planner to guide them with a comprehensive overview, as well as help them handle the many details and decisions involved in their financial lives.
We believe financial planning is at the core of helping clients actively participate in creating the life they want. We specialize in working with widows and divorcees. We find that our services, especially for newly independent women, help our clients feel confidence and control in their lives.
Please call us today to see if we are the long term partner you would like to have on your side!
The Business Cycle
How will you weather the ups and downs of the business cycle?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It's important to make sure your retirement strategy anticipates health-care expenses.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The true cost of raising a child may be far more than you expect.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.