financial planning
Insurance Planning

Sufficient Insurance coverage is essential to the integrity of any financial plan. Oak Tree can assist you in addressing your individual, estate and business insurance needs by advising you on life insurance as well as property and casualty insurance. Our unbiased approach allows you to efficiently identify and manage risk, minimize costs and maximize returns.

Life &Health insurance strategy and analysis:
Oak Tree, in consultation with you will help develop and explain a strategic plan of your life and health insurance needs. From assessment, analysis through implementation and review, we can assist you in ensuring that you have the right insurance, organized under the right structure, to protect you assets, your family and /or your business.

Property and Casualty insurance assessment:
Oak Tree will work with you and your advisors to gather information on your current policies and analyze your current coverage to determine gaps and advise areas that need improvement.