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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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other 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