Welcome to Oaktree Advisors
Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement.
Call us today to see if we can help…or to just get a second opinion if you’re not as confident about your retirement plan as you’d like to be.
Free Educational Workshops
We recognize that as you are approaching 65, understanding how Social Security and Medicare fits into your overall retirement strategy is a top priority.
That is why we host FREE monthly educational workshop on these critical topics. Join us for one of our upcoming events to learn the basics of Social Security & Medicare:
- Wednesday, February 19th at 6:30pm
- Wednesday, March 4th at 6:30pm
- Tuesday, March 10th at 6:30pm
Retirement
Wealth Management
Medicare
Life Insurance
Long-term Care
