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.
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:
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."