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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.

Monitoring Your Plan

Life changes , and the markets can change significantly from time to time. Neither can be accurately predicted when you were planning.


Monitoring and updating your plans is an important part of the planning process.

Monitoring a wealth plan enhances the likelihood of long‐term financial security for clients. Ensuring that wealth plans are up‐to‐date with a client's current life situation keeps the plan relevant.


Last, and most important, a continuing conversation with a client will build trust and rapport, which evidence suggests is the most important component in a client's selection and retention of a wealth planning team.

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