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Retirement Income Planning

The question that most pre-retirees find themselves asking about retirement is… “Will I have enough?”

As life expectancy continues to trend upward, there is a greater possibility of outliving your savings. Figuring out how to make your money last through your retirement can be overwhelming and complex.

That’s where Oaktree Advisors can help.

We use insurance products such as annuities to provide a steady and reliable income stream. We also offer a variety of investment options to create opportunities for long-term growth. Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide what products and services best fit within your personalized retirement plan. From tax-efficient strategies to investment advice to asset protection, we help people retire smart.

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 free monthly Retirement Readiness Educational Workshops on these critical topics. Click here to register for one of our upcoming events.

At Oaktree, we cover as many areas of concern as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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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