• 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.