Financial Seminars, Retirement Planning, Money Management, Insurance, Long-term Care, Estate Planning -- PERSONAL SERVICE!

Financial Seminars, Retirement Planning, Money Management, Insurance, Long-term Care, Estate Planning -- PERSONAL SERVICE!

A sound financial strategy doesn't stop once you retire. In fact, in retirement, it's more important than ever.

We'll work with you and your family to develop a tailored, personal strategy that meets your income 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. 

FEATURE-- "Your Money, but OUR Economy; THEY'RE LINKED" (Our Bi-weekly Economic Update)

Two-minute Read: Our Latest BI-WEEKLY ECONOMIC UPDATE (for 11-30-2020)
We Are a TRUE Partner

We Are a TRUE Partner

Highly skilled, and small enough to truly care . . 




Learn More About: THE VALUES at Oak Tree Financial Services
An Important Distinction

An Important Distinction

In addition to our detailed, ongoing market and trend analysis, both the "Business Cycle" and the "Financial Life Cycle" are fundamental to our portfolio management:

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

Exceptional Expertise

At Oak Tree Financial Services-Brookfield, WI, our professional calling is to be much more than just skilled money managers:

  • Professional funds mgmt
  • Truly caring portfolio work
  • Client listening sessions
  • Regular, useful communication
  • Seminars & Education

Meet our Advisors -- Our feature, "Partly Personal"

Enjoy getting to know us and how we can help!

Read more -- "Partly Personal-(David Wahl)"

Sharing A Wealth Of Skills -- Our feature, "A Deeper Dive"

Enjoy our articles we call, "A Deeper Dive." Each is prepared by one of our advisors. Welcome!

Go to this quarter's .. "Deeper Dive" (Do It Yourself Investing)

CURRENT SPECIAL FOCUS: The Annuity (COMING UP: Funding Long-term Care)

Is An Annuity Right For YOU?

"Your Money, OUR Economy: THEY'RE LINKED" (Our Current Bi-weekly Economic Update)

Click here -- Read Our Latest Bi-weekly Economic Update (11-30-2020)
The Oak Tree Process is Personal, Confidential, Custom to Your Goals

The Oak Tree Process is Personal, Confidential, Custom to Your Goals

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!

Like and Follow us on Facebook

If you "Like" and "Follow" us on Facebook, you'll be notified when we post fresh educational and calendar items! We welcome you!

Go to our Facebook Page

We Support The Salvation Army in Waukesha County.

Please help our "Rescue 2020 Christmas" charity campaign. Your gifts helps shelter the homeless, feed the hungry and assist families in crisis in Waukesha County. The level of poverty in this county might surprise you! Thank you for prayerfully considering a gift; you can complete your donation at this special link:

Oak Tree Financial Services

Thank you!

Would You Like to Meet With Us? Try our EASY SCHEDULER!

Thank you!

S  P  E  C  I  A  L    C  O  V  I  D     N  O  T  I  C  E

We have the ability to meet with you by phone, by online computer screen, and, with appropriate social distancing, in-person.

We are happy to meet in our offices using face coverings (statewide mandate as of August 2020.) We ask, and follow, our clients' wishes and preferences.

Note that we have large screen televisions in our meeting spaces that we can use to conveniently and confidentially share your planning documents and account information progress.

Please don't hesitate to call for an appointment at 800-757-6837, or locally at 262-649-9202. We are delighted to serve you. Welcome!

We Advise In YOUR Best Interests

AN IMPORTANT PROTECTION FOR YOU:  Effective Summer 2020, when making a recommendation to a customer regarding any account, securities transaction or investment strategy involving securities, the regulation entitled Best Interest (Reg BI) requires all financial professionals to act in the best interest of the customer, and to not put financial or other interests of the broker ahead of the customer's best interest.

Learn More Here - Best Interest

Confident About Investing? Want To Know More?

These days, the public's investing in financial markets is a common practice. Yet, many Americans remain intimidated and under-informed as to how various investment instruments really work. Want to know how you rank? Have fun challenging yourself with our brief, enjoyable quiz: "Test Your Investment Awareness."