Your "Personal Finance" Tutor -- It's Never Too Late To Learn More

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

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Welcome!

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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