financial planning

As Seen In:

Financial Planning

Oaktree helps individuals and families develop and implement long-term financial plans that are personalized to their individual needs.  We will help you assess where you are today and where you want to be tomorrow.  Among other things, your plan may include:

Retirement Planning 

     one or more retirement projections

Investment Planning 

     review of all investment and retirement accounts

     asset allocation summary

     investment recommendations

Estate Planning

     estate planning review and recommendations

Life Insurance Planning

     review of insurance and recommendations

Tax Planning

     strategic tax planning recommendations

Education Planning

     education planning and funding recommendations

Depending upon the client, certain areas of planning may be of paramount importance while other areas may not be of concern at all.  Since every family is unique, we work with our clients to create a plan which addresses their priorities.