Oaktree Financial Planning and Consulting provides financial planning and investment consultation services on a fee-only basis. They do not manage client assets directly. Services include advice on cash flow, retirement, education funding, risk management, tax strategies, and estate planning. They also offer investment consultation services, providing information on investment vehicles, stock options, and asset selection. Clients make their own investment decisions.
Fee Structure
Oaktree Financial Planning and Consulting does not manage investments directly. They provide investment consultation services, offering advice on investment options and strategies, but you make your own investment decisions. They charge an hourly fee of $350 or a fixed fee based on the estimated time required for the engagement.