Oakley Retirement Services

Oakley Retirement Services Wealth Management, Preservation, and Income Planning 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. Investment Management Services provided through Jolliffe Capital, Inc. A Registered Investment Advisor. Investments may lose value.

Rise in Cases Inspires Turbulence
07/07/2020

Rise in Cases Inspires Turbulence

Market Update and Other Important Announcements!
07/30/2018

Market Update and Other Important Announcements!

Jobs Push Stocks Up
07/15/2018

Jobs Push Stocks Up

Have you seen our latest news?
04/02/2018

Have you seen our latest news?

Stocks Drop as Tariffs Rise
03/29/2018

Stocks Drop as Tariffs Rise

Special Update: Understanding Volatility
02/16/2018

Special Update: Understanding Volatility

As investors try to determine whether inflation is on the rise and higher interest rates are imminent, volatility could continue. After last year's smooth sailing in the markets, these fluctuations may feel harder to withstand. The reality is that equities don't move in a straight line. 

Stocks Start 2018 With Jump and Charles Schwab Reminder
01/14/2018

Stocks Start 2018 With Jump and Charles Schwab Reminder

Address

255 Primers Boulevard, Suite 160
Lake Mary, FL
32746

Telephone

+18667463743

Website

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