"Following the standards set by others tends to obscure the vision of superlative thinking; therefore, we must set the standards for others to follow."

We are fee-only "financial architects." Oak Tree Advisory Services, Inc. offers professional services with expertise in the fields of finance, investment management, personal and business tax planning, and personal performance management.

At Oak Tree we act as financial coaches striving to put our clients in control of their financial and personal world by turning complex issues into effective solutions, and empowering them to achieve clearly defined objectives. Since we do not sell products, our mission is unbiased. We endeavor to educate our clients regarding what is possible in their financial world. We then work to build bridges to those possibilities and orchestrate their implementation.

As advocates of our client's success, we develop options which produce result-oriented planning aimed at realizing their goals now and in the years ahead. We accomplish this by creating coordinated service programs that include:

• Financial Counseling;
• Tax Management;
• Goal Planning and Tracking
• Investment Management;
• Estate Planning
• Risk Analysis and Management;
• Design of Employee Benefit Programs
• Education and Management Retreat Programs.