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.
During these uncertain times, it is more important than ever to take a hard look at your retirement plan and make sure you are still on the right track. We are here to help - contact us to schedule a free 1-hour virtual session by clicking the button below.
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.
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.