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!
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is your estate in order? This short quiz may help you assess your overall strategy.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
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.