- Retirement Planning
- Cash Flow/Retirement Planning
- Cash Flow/Asset Management
- Investment Management/Investment Advisory Services
- Estate Planning
- Education Planning
- Tax Planning
- Life Insurance
- Long Term Care Insurance
The Oak Tree Group team is available to listen to your goals and dreams; help you develop a customized financial plan designed to achieve those goals; and walk you through the step-by-step implementation of that plan. We serve as a sounding board for your financial decisions, big or small.