We aim to make your retirement planning a stress-free
and valuable experience by guiding you through the
confusing financial landscape and providing sound solutions to reach your savings goals.
Our Beginning
Henry has been a long-standing professional and holds 25+ years of insurance and financial services expertise which he puts to work for his clients by providing quality financial tools to help them reach their retirement dreams.
“Oak Tree Financial has helped us create a savings that is two and a half times our current income which gives us the peace of mind that we are more than ready to embrace our retirement.”
— John DeCaro, 20 Year Client
Our Services
Our Mission
At Oak Tree Financial we focus on a core group of solutions and navigate the intricacies of how these products will work together as investment vehicles to not only grow your retirement savings but provide lifetime income.
We provide solutions including but not limited to:
- Life Insurance
- Annuities
- Disability Insurance
- Charitable Giving
- Business and Estate Planning
With a record number of pre-retirees and retirees in Georgia planning for this anticipated but intimidating chapter of their life, we, at Oak Tree Financial, pride ourselves on not only understanding the current economic climate from a global perspective but also a local point of view. We know you will need the most competitive retirement tools that take advantage of the stronger markets throughout the World, but you will also need to have them perform at a level that supports your local cost of living. Our mission is to support your retirement vision with proven performance tools thus allowing you to either maintain or continue to grow towards the retirement of your dreams.
Learn More
Are you questioning your current retirement plan? Are you convinced you are using the right vehicle such as IRA, 401(k), Bonds or should you be diversifying with an Annuity or Mutual Fund? Click below to learn more and schedule a free portfolio review and risk assessment.
