|
OakTree Financial Planning and Consulting, L.L.C. is a Fee-Only financial planning firm that tailors its services to your unique needs and to what you can afford. As your independent, objective advisor, we sell no financial products and receive no commissions from mutual funds or insurance companies. Our clients are not pressured or concerned with hard sales tactics or conflicts of interest. Our recommendations are objective and in your best interest.
Choosing a financial advisor is a very personal decision, and finding someone you can trust can be especially challenging. Our practice has been built predominately through personal referrals so we pride ourselves on being great listeners and long-term relationship builders. You don’t need to feel "out of your element" when making financial decisions because we will spend the time to explain products in a way that is easily understood. We want our clients to achieve their financial goals and to feel comfortable and involved when undertaking the financial planning process.
As your family CFO, we work only for you and review where you are today in light of your goals and aspirations. Think of you, your family or business like an oak tree that when given sunlight and nourishment will grow its roots deep in the earth for generations to come. |
