Oaktree Advisors is an independent, family-owned, registered investment advisory firm. We provide Retirement Income Planning, Wealth Management, Life Insurance, Long-term Care Strategies, Medicare Planning, and Trust Services to affluent individuals, families and business owners.
Why work with a Registered Investment Advisor (RIA)?
We are bound by fiduciary standards to always act in your best interest.
We recognize that as you are approaching 65, understanding how Medicare and Social Security fits into your overall retirement strategy is a top priority.
That is why we host monthly Retirement Readiness Educational Workshops on these critical topics.
Join us for one of our upcoming FREE Educational Workshops.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.