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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.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.
Learn More

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