Oakley Retirement Services
Wealth Management, Preservation, and Income Planning
As a small, independent family firm, we have the freedom of true independence. We don’t work for a company, we work for our clients. This is the only way to truly uphold our fiduciary responsibility to the families with whom we work. Our decisions are not made for the benefit of stockholders, but solely in the best interest of our clients.
Education is paramount. We don’t want you to just know what we recommend, but why. We want to take you through our mental process to understand the reasoning and purpose behind each strategy, while at the same time keeping things simple and to the point. The more you know and understand, the more comfortable you can be when the markets face challenges and our plans are put to the test.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's important to make sure your retirement strategy anticipates health-care expenses.
Lifestyle considerations in creating your retirement portfolio.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Can you keep up with your children’s mobile slang?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
These food myths will really put a drain on your wallet.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?