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Medicare Planning

The decisions you face when you reach Medicare eligibility will have an impact on your financial plan throughout retirement. Our goal at Oaktree Advisors is to make sure our clients understand Medicare, how it works, and what it covers.

Let us help you navigate the complexity of the Medicare world and figure out what plan works best for you. As an independent licensed Medicare sales agent, we offer a number of plans from multiple insurance carriers.

By taking the time to know and understand what’s important to you in terms of health care costs and coverage, we can provide the information and resources so you can make the most informed decisions. At every step and stage, our primary focus is on you.

We offer consulting services and sales for the following:

  • Medicare Supplement (Medigap) Plans
  • Medicare Advantage Plans
  • Prescription Drug Plans

To schedule an appointment to discuss your Medicare options, click the Contact Us button below.

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670