OakTree Financial Planning, LLC / Financial Advisor in Fort Collins, Colorado

Sunit Bhalla, CFP, MSFP
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OakTree Financial Planning specializes in financial planning and portfolio management for engineers and other technology professionals. Our goal is to alleviate your financial anxieties so that you can focus your time and energy on more enjoyable aspects of your life. Financial planning includes determining the correct tradeoffs between how much you save while you work, when you retire, and how much you spend in retirement. The financial planning process also involves working with you and other professionals to make sure you are properly insured and have appropriate estate planning documents, including wills, living wills, and powers of attorney. The portfolios that we create and manage for our clients are well-diversified, low-cost, and tax-efficient. OakTree Financial Planning is a fee-only firm, which means that all fees are fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other products and we do not receive any commissions. We believe that this fee structure allows us to be more objective because it reduces possible conflicts of interest.


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