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

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

Click on any of the topics shown below.

They continually rotate 24-hours a day. Enjoy fresh topics each time you return!

May we suggest bookmarking this page as a "favorite" to make coming back easy?

Welcome!

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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