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!
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
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