At Oak Tree Wealth Management our goal is to help you reach your goals. It is easier to work on your goals when you have a partner to help. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side? We would like to be your long term partner helping you work towards creating a solid financial future for you and your family.
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 level of success in their lives and want a financial planner to help them move to the next level. Our clients mostly live in in the Tri-Valley area from Lafayette, Walnut Creek, down through San Ramon and out to Pleasanton and Livermore. We specialize in working with widows and divorcees. We find that our services, especially for women in transition, help our clients have control and confidence in their financial lives.
Please call us today to see if we are the long term partner you would like to have on your side!
Helpful Content
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Do You Feel Lucky?
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Lots of Variables with Fixed-Rate Mortgages
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Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Is Term Life Insurance for You?
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This worksheet can help you estimate the costs of a four-year college program.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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A presentation about managing money: using it, saving it, and even getting credit.
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Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement
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Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.