At Oakley Retirement Services, our mission is to simplify the world of investing and help our clients be confident and secure throughout retirement. We understand that every client is different. Our role is to help empower you to make smart, informed decisions about your financial life – with a firm understanding of the different risks that can jeopardize your life’s savings.
We can provide you the education to understand your money, the tools to protect it, and the experience to guide you through different changes in the world, the economy, and your life.
The majority of our clients are retired or approaching retirement. The transition from the accumulation stage of life to the preservation stage carries with it new concerns. Focus tends to shift from chasing a wild roller-coaster of returns in the financial markets, to getting a fair rate of return safely, guaranteeing income, and protecting your money from catastrophic illness.
It is important to understand that this is not a shift toward boring. It is a shift from working life to a life of enjoying some of the things you were not able to do during your working years like travel, golf on a Tuesday, or even starting that business you always envisioned. We want to help you make sure all those things can happen.
We have structured our firm in a way that gives us access to practically the entire world of financial tools and options available. The question is which investments are appropriate, and which investments are inappropriate when you are retired.