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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Building Your Legacy
A four-step framework for building a personal legacy.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Here are 4 great, and sometimes unexpected, places to raise a family.
Lifestyle considerations in creating your retirement portfolio.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Here’s a crash course on saving for college.
With alternative investments, it’s critical to sort through the complexity.
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?
In life it often happens that the answers to our most pressing questions are right in our own backyards.