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 Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
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 key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.