In today’s volatile financial environment, it is critical to have a highly qualified, independent, unbiased financial adviser from a firm with a reputation for integrity and excellent client service. At Oakley Retirement Services, our mission is to simplify the world of investing and help our clients secure a comfortable retirement.  We understand that every client is different.  We work with you to create investment strategies around your criteria.  We will...

. . . . . . . . Hello and thank you for visiting our site. Oakley Retirement Services is a family Wealth Preservation, Management, and Distribution firm.  We have helped retirees and pre-retirees protect and shield their life’s savings, guarantee a comfortable income* throughout retirement, and pass the remainder to their family with a minimum of tax, trouble, and time for the past 10 years. . The last decade has taught us that we cannot rely on the...

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...

Our relationship does not end with you becoming a client, it begins.  Part of our mission is to help guide you as things change in the economy, the stock market, and your lives.  We do this in a few different ways:  -       We monitor the progress of your accounts on an ongoing basis and schedule either quarterly or annual meetings depending on the nature of the accounts.  We are available for ongoing reviews at any time, but we like to get together at...