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Overview

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 planning 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  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 please call us at 877-901-1631.