Retirees

Experience Oakwell PWM, where our team of dedicated CERTIFIED FINANCIAL PLANNER™ professionals ensures your retirement journey is financially secure and emotionally fulfilling. We understand retirees face challenges with income planning, overspending, healthcare costs, and long-term care expenses. Oakwell’s personalized strategies aim to preserve joy throughout your golden years with peace of mind knowing we have you covered.

Why Choose Oakwell PWM

  • Spending in Retirement: Our spending analysis considers your age, retirement savings, Social Security benefits, pensions, and other incomes factors, ensuring a comprehensive evaluation to establish a prudent and sustainable spending rate tailored to your unique circumstances.
  • Healthcare Costs: Our comprehensive analysis considers factors like account types, insurance quality, health status, and life expectancy to ensure adequate coverage for healthcare expenses.
  • Maximizing Social Security Benefit: We provide insights on optimal timing for claiming Social Security, considering factors like health, life expectancy, and financial needs.
  • Income Planning & Medicare Costs: We offer strategic income planning to mitigate potential increases in Medicare premiums, ensuring financial stability in retirement.

Let Oakwell’s CERTIFIED FINANCIAL PLANNER™ professionals infuse your retirement journey with expertise, empathy, and a genuine commitment to your peace of mind. Craft a retirement that's not just financially sound but emotionally enriching—a chapter resonating with purpose and legacy.