101 North Shoreline Boulevard Suite 304, Corpus Christi, TX 78401

361-452-0226
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Rightsizing for Retirement

What does your home really cost?

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Office: 361-452-0226

101 North Shoreline Boulevard Suite 304

Corpus Christi, TX 78401

assistant@otwm.net

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None 
of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Opinions expressed herein are solely those of Oak Tree Wealth Management; LLC. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Oak Tree Wealth Management; LLC., an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training.

Oak Tree Wealth Management; LLC and Gradient Life Brokerage and Gradient Annuity Brokerage are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Insurance products and services are offered through Gradient Life Brokerage and Gradient Annuity Brokerage, an affiliated company.

Securities offered through TD Ameritrade and Fidelity Investments, Member FINRA/SIPC. Oak Tree Wealth Management; LLC, TD Ameritrade and Fidelity Investments are separate entities, independently operated.