Retirement Checklist

Oak Tree Financial Services, LLC - Founded in 2009

We're proud of the personalized work by our caring advisors; Oak Tree will help you consolidate and fine-tune your portfolio.


Having trouble getting it done? Let us help.

___ Do you have a written, and current financial plan?

___ Do you know where ALL of your assets are, and are they optimized?

___ Has your financial plan been reviewed at least annually?

___ Are your investments mixed in the right blend for your age and risk tolerance?

___ Have you embarked upon the vital "Retirement Income" conversation?

___ Have you prioritized your monthly retirement income for the future?

___ Have you protected that monthly retirement income from threats?

___ Does your plan acknowledge the very likely costs of long-term care?

___ How about your Will and Estate plan? Is it written? Is it updated?

___ Have you fine-tuned your insurance coverages? How long ago?

___ Have you and your advisor updated your personal age/income projections?

Have you achieved confidence in your finances?  ..   If not, we have work to do together! Please call so we can meet.

Click here to schedule a complimentary, no obligation one-hour meeting with us. We are here to help.