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

255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Wealth Management, Preservation, and Income Planning. What does the Ta...

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CONTACTS AT OAKLEYRETIREMENTSERVICES.COM

Wilbert Oakley

3595 W.●●●●●●●ry Blvd

Lak●●●ary , Florida, 32746

United States

(321)●●●●●-4350
bi●●●●●●●●●●●@aol.com

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Wilbert Oakley

3595 W.●●●●●●●ry Blvd

Lak●●●ary , Florida, 32746

United States

(321)●●●●●-4350
bi●●●●●●●●●●●@aol.com

View this contact

Wilbert Oakley

3595 W.●●●●●●●ry Blvd

Lak●●●ary , Florida, 32746

United States

(321)●●●●●-4350
bi●●●●●●●●●●●@aol.com

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Home | Oakley Retirement Services, Inc. | Lake Mary, Fl | Financial Advisor | oakleyretirementservices.com Reviews

https://oakleyretirementservices.com

255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Wealth Management, Preservation, and Income Planning. What does the Ta...

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Account Access

http://www.oakleyretirementservices.com/p/account-access

255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. My company is not on the list:. Wednesday, September 7th at 6:00 PM, we will be back at Debary Golf and Country Club. Dinner Menu will be a choice of Chicken Marsala or Sliced Flank Steak. Please register using the website link, or call Janet to make your reservation and let us know the names of any guests who will be attending. September 7, 2016. September 22, 2016. Should You Wait to Touch Your IRA’s? August 31, 2016.

2

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

http://www.oakleyretirementservices.com/resource-center/calculators

255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs. Capital Gains Tax Estimator.

3

Mission Statement

http://www.oakleyretirementservices.com/p/mission-statement

255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. 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. It is important to understand that this is not ...

4

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

http://www.oakleyretirementservices.com/resource-center/estate

255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Special Care Is Needed: The Special Needs Trust.

5

Our Process

http://www.oakleyretirementservices.com/p/our-process

255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. We begin this stage during our initial meeting where we get to know one another. We focus on you and what you want your savings and investments to do for you. We discuss past experiences and your feelings about the future, and this allows us to determine if there is a basis for a continued relationship. Phase IV: Monitoring and Adjusting. Our investment team monitors our portfolios on a regular basis to ensure they are sti...

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255 Primera Blvd, Ste 160. Lake Mary, FL 32746. How to Choose a Financial Advisor. Bridging the Confidence Gap. In the world of finance, the effects of the "confidence gap" can be especially apparent. Tuning Your Social Security Benefit. When should you take your Social Security benefit? Saving for College 101. Here’s a crash course on saving for college. The Latte Lie and Other Myths. Do you know these three personal finance sayings? Wealth Management, Preservation, and Income Planning. What does the Ta...

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