Your Personal Finance Tutor

OAK TREE FINANCIAL . . Highly skilled, yet small enough to truly care . .  

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Welcome!

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

For more information about our firm and the services we offer, send us a quick email or call. We would welcome the opportunity to speak with you.

info@otfsllc.com |  (262) 649-9202