FIDUCIARIES ADVISING IN THE CLIENT'S BEST INTERESTS:
We are proud to offer you the finest in these important products and services, with caring, exceptional personal service in Waukesha County:
- Financial Seminars
- College Planning
- Retirement Planning
- Long-term Care Planning
- Estate and Tax Planning
- Money and Wealth Management
- Life and Long-term Care Insurance
A sound financial strategy doesn't stop once you retire. In fact, once you have achieved retirement, it's truly more important than ever.
We'll work closely and confidentially with you and your family to develop a tailored, personal strategy to meet your income, tax and other needs.
The very purpose of your work with us-- your trusted, confidential financial professional-- is the happiness and success of your retirement and beyond.
We Are a TRUE Partner
Highly skilled, and small enough to truly care . .
Objective
Accountable
Knowledgeable
An Important Distinction
In addition to detailed, ongoing market and trend analysis, the "Business Cycle" and the "Financial Life Cycle" are fundamental to our portfolio management values and process:
The Business Cycle of the Economy
Phase 1. Economic Expansion (Recovery); Phase 2. Peak (Economy at Highest Level); Phase 3. Contraction (Recession); Phase 4. Low (Trough - Economy Hits Bottom)
Successful Financial Life Cycle
Phase 1. Asset Accumulation; Phase 2. Asset Growth; Phase 3. Asset Preservation; Phase 4. Retirement Fine-tuning; Phase 5. Estate Distribution
Exceptional Expertise
At Oak Tree Financial Services-Brookfield, WI, our professional calling is to be much more than just skilled money managers:
- Skilled funds management
- Truly caring portfolio work
- Client listening sessions
- Regular, useful communication
- Ongoing seminars & education
The Oak Tree Process is Personal and Confidential, Customized to Your Goals and Timelines
We create custom, personalized strategies tailored to your needs and your goals.
We listen, we probe, we ask, we discover, we guide, we suggest, we learn what's important to you and why.
And to the extent that YOU'RE interested, we have a wealth of educational and informational materials and seminars to share. We truly look forward to meeting you and working with you. Welcome!!