oaktree & associates
business professionals
Business professionals, business owners, and corporate executives understand the importance of future planning, goal setting and implementation. In most cases however, the daily rigors of their job require their most of not all of their attention and there is often little time left for managing their own personal financial affairs.
At some point, every business faces its own set of unique financial obstacles and challenges, so does every business owner. With the help of our wealth planning team at Oaktree & Associates, we ensure that you will be receiving the best and most up to date financial advice for your specific scenario.
Insurance Planning Strategies
Insurance strategies have greatly evolved, and have gone from being mostly about security to being seen as extremely flexible and versatile tools that may offer immediate tax, investment and income uses for you, your family and your business. While the protection element of insurance remains of critical importance, modern insurance can combine both protection and investment attributes and can be used to provide policyholders with a variety of planning strategies and options for now and the future.
*Insurance products and services are provided through Assante Estate and Insurance Services Inc.