Tel: 614-384-0322
“Large streams from little fountains flow, Tall oaks from little acorns grow. “
David Everett's Caleb Bingham - Columbian Orator, circa 1795
Oak Tree Retirement Concepts LLC, working with individuals and families to find the best ways to secure their investments and advance their benefits for the future.
Some people get so caught up with accumulating money that they forget to protect it. Kiplinger Today
OUR SERVICES
PUTTING ALL THE PIECES INTO PLACE
One of the most important decisions a person makes in regarding their future financial needs is PLANNING.
Making sure that all the PIECES are in the right place helps. Oak Tree works in helping individuals make sure that timing along with value is always considered.
SOCIAL SECURITY BENEFITS REVIEW:
Due to the multiple changes brought on since the Bipartisan Act of 2015, great strides have been taken to secure the future of the SSA system. One of the most important issues are the various ways to file for your benefits and when. Oak Tree Retirement Concepts can perform personal, specific analysis reviews which show you the multiple ways to file and collect your highest benefit available, as well as, when is the best time to start collecting your benefits .
TAX PREPARATION and REVIEW:
Everything we do comes back to this: TAXABILITY. Since the inception of the Tax Cuts and Jobs Act of 2018, the process of doing one’s taxes has not only become complicated , its CONFUSING.
Every year there has been multiple changes to the tax preparation process. Many Individuals miss out on available deductions and credits. If you have any concerns or issues on how to file, please call. We work with individuals, small business (sch C) and LLCs in preparing your annual filings.
RETIREMENT and ASSET REVIEW
After years of doing your 9 to 5, 7 to 3, or 11 to 7s, You have had enough! OR DO YOU?
One of the most important questions we receive is:
“Do I have enough money to last for the remainder of my life?"
Due to the advances in medicine and longevity rates this is one of the main concerns we receive from our clients. Oak Tree Retirement Concepts can help you understand the various options available. In reviewing your retirement strategy, we can present you with various approaches. This is designed to help you make well-timed decisions regarding your retirement years. Therefore allowing you to maintain your lifestyle choices during your GOLDEN YEARS.
THE UNFORSEEN FUTURE : Do I need a Will or Trust?
If we only had a crystal ball, wondering about tomorrow would be no problem. Unfortunately, this is not the case. If the terrible last two years has taught us nothing, it should have made us become aware of the fragility of life. What would my family do if something were to happen to me? Would there be enough savings and money to see them continue their lives as planned? Nobody wants to think about death. However, when considering passing on your investments to your beneficiaries, this portion of the plan is essential. Making sure you have designated all of your holdings correctly should be considered such as: Trusts and Wills. Although OTRC is not a legal entity or attorney we work with various individuals and firms who are, and can help you in determining your end of life designations.
FUTURE NEEDS SAVINGS
Whether you are planning for college, big events or just basic life changes. There is always room to PLAN.
Oak Tree can help you designate specialized funding for just such events. Whether you need help with college savings, upcoming weddings, new arrivals or that special trip you have always wanted to take. Planning for the future will help in making those decision's easily when the time comes.
“There are many ways of going forward,
but only one way of standing still.”
-Franklin D. Roosevelt
Keeping you in the KNOW!
