Stop working. Start living.Enjoy your retirement years as you've always envisioned.
Oak Leaf Wealth Management specializes in retirement planning. It’s simply what we do best. Saving for retirement usually dominates other savings goals because retirement years can span decades. Our goal is to take the fear out of retirement planning for our clients and help them feel secure about the years ahead. Retirement planning requires developing an accumulation strategy in your working years that will support your retirement lifestyle goals.
Making the switch from the accumulation stage to the dispersement stage in retirement planning is something that needs to be carefully addressed. Oak Leaf Wealth Management is seasoned in creating financial plans that help ease the transition. Retirement income planning is a big part of that transition.
Common ways of saving for retirement are:
Have a look at our Financial Glossary to learn more about common retirement terms like SEP- and SIMPLE IRAs.