Accumulation Strategies

We understand that listening to our clients and truly understanding their goals is essential to helping them increase their wealth. We also recognize that life, can and will, change over the years. Therefore, timely adjustments and consistent oversight are essential for a financial plan to succeed.

With global markets becoming more volatile and slower growth expected, investors need a team with detailed planning, insightful strategies, and timely execution to ensure their assets are effectively positioned for changing market conditions.

We work with you to carefully build an investment plan that meets your unique needs and goals of today, but is also highly adaptable to tomorrow’s changing personal life events and market environment.

At Oak Tree Financial Group our continual focus and investment expertise help you and your wealth thrive in today’s complicated investment environment.

We are pleased to offer the following wealth accumulation strategies:

General Investments

• Retail & Institutional Mutual Funds
  
• Stocks, Bonds & ETFs
  
• Alternative Investment Plans
  

Retirement Planning

• 401(k), 403(b), 457 Plans
  
• Individual 401(k), SEP, SIMPLE IRA Plans
  
• Traditional & Roth IRA Plans
  
• Defined Benefit Plans
  
• Life Insurance Retirement Plans
  
• Annuities
  

Education Planning

• 529 Plans
  
• Coverdale Education IRA Plans
  
• UGMA and UTMA Plans
  
• Cash Value Life Insurance Plans