This is a partnership. After the development and implementation of your initial plan; life may bring you unexpected surprises. Marriage...Death...Divorce...New Children...Winning the Lottery...are life's changing events which require adjustments to your current plan or a whole new plan. The Oak Tree Group is with you. Our experience and expertise assists you through these changes. Through our efforts, your dreams come true. We enjoy receiving an invitation to college graduation, a thank you from a widow, or a postcard from a traveling retiree. Many appreciative clients continue to refer their friends, children, colleagues and neighbors to our firm.