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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.
BELOW IS YOUR PERSONAL RETIREMENT CHECKLIST.
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.