Finance & Planning

At Oak Tree Advisory Services, we look at planning in three basic steps – the baby steps to finance.

Part 1: Start with the End in Mind

Part 2: Putting Goals into Action Steps

Part 3: Cash Management

As you work with us, our goal is to offer you education and unbiased information. That means, there are no product sales, no commission charges, no deals with brokers … nothing. We are the umpire and referee on the field watching the play and helping you evaluate the game, the progress, and the players.