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!
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Couples may be able to head off many of the problems in a marriage that money can cause.
There are things about Social Security that might surprise you.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.