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Our Services
We don't use a "one size fits all"
approach. We understand that each client has different goals, time
horizons, risk tolerances, and liquidity needs.
We begin the financial management process at
Oaktree Financial Advisors with an in-depth evaluation of your current
financial situation. Once we’ve established your overall objectives, we’ll focus
on putting together a plan to help you achieve your specific goals.
We have helped hundreds of clients
plan for and transition into retirement and it is our
privilege to help manage their assets. We are not unusual with regard to the
actual services we provide, in fact, many retirement planners and financial
advisors or financial firms offer some of the same services. What does make us unique
is the quality of the service we offer our clients.
We offer free introductory
consultations because we believe in developing long-term relationships that are
a good fit for both of us. If you would like to see how a relationship with Oaktree Financial Advisors
could benefit you,
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Some of the services we offer:
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risk adjusted portfolio design
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investment
strategy implementation
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401(k)
allocation recommendations
-
retirement planning
-
income/distribution planning
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qualified plan
rollovers
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pension option
planning
-
education
funding
-
estate planning
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