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255 Primera Blvd, Ste 160
Lake Mary, FL 32746

(866) 746-3743

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Oakley Retirement Services, Inc. | Lake Mary, Fl | Financial Advisor

Oakley Retirement Services, Inc. | Lake Mary, Fl | Financial Advisor


Oakley Retirement Services is a family Wealth Management, Preservation, and Distribution firm. We have helped retirees and pre-retirees protect and shield their life’s savings, have confidence in a comfortable income throughout retirement, and pass the remainder to their family with a minimum of tax, trouble, and time for the past 14 years.

The last decade has taught us that we cannot rely on the strategies that worked throughout the 80s and 90s (The greatest bull market we have ever seen). We have seen two market crashes in the last 10 years; 47% in the early 2000s, and 57% at the end of this decade. Investors in their 20’s, 30’s, and 40’s have the advantage of time before they need to access their nest egg, but as you approach retirement, the rules change.

Our philosophy teaches the difference between the accumulation phase of your life and the preservation phase, the different things that become important, and the implementation of guarantees into your financial plan.

Please look around our site and if you feel that you would like to meet our family, feel free to make a reservation at one of our educational workshops, or schedule a visit with us.