Achieve Your Financial Goals
Here at Oak Tree Financial, we focus on you. We know we can help you make wise decisions with your money, and build a level of personal wealth for a lifetime of growth and potential. We start by getting to know your current financial situation, listen to your needs and what you'd like to accomplish for the future. Then we apply our expertise to create a customized, personal financial strategy designed to meet your current needs and help you realize your vision. We stay with you, helping you navigate change, weather storms, and celebrate success. All it takes is to start a conversation. We'll guide you through the rest.
Our Process to Achieve Your Financial Goals
Discover Your Needs
Everyone's situation is a bit different. Meeting short-term cash needs may be a top priority. Sending your kids to university, or planning for retirement might be an important long-term goal. Perhaps you have a dream vacation in mind. We start by getting to know all about you. You'll meet your personal advisor, learn about their approach and what you can expect at each stage of the process.
Create a Custom Plan
Of course, just talking about your dreams won't make them happen. We take the information gathered in the discovery phase to craft a well-researched, customized financial plan. We take into account your lifestyle and financial goals, and work to help you anticipate the unexpected.
Implement Your Plan
After reviewing your plan with you, we go to work to accomplish the goals laid out. We also act as your Financial Advisor, coordinating the efforts of other service providers for you as necessary.
Monitor and Adjust
Financial planning is an ongoing process. We actively monitor markets, regulations, trends, and the performance of the investment vehicles we chose for your individual plan, and adjust as needed, so you actually achieve the things you want to. We communicate with you regularly so you're never in the dark. And anytime your situation changes, we're just a phone call away.
* Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through Oak Tree Financial