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Oak Bridge Financial, LLC
Through our services and products, we provide insurance, investment options and planning. We take a full-view approach to our clients, by considering your current insurance, investments and/or plans and match them against any needs.
We primarily provide insurance products through New York Life and its subsidiaries, although not exclusively. Some of the products we provide are life insurance, long-term care insurance (LTCi), health insurance and dental insurance.
We also provide fixed annuities, variable annuities, investment accounts through NYLife Securities LLC and separately managed accounts through Eagle Strategies LLC. Separately managed accounts include both wrap accounts as well as managed money accounts. These accounts can be used for Roth IRAs, Traditional IRAs, Rollover IRAs, 401(k) rollovers and non-qualified investments.
Many retirees are interested in having some regular income in addition to their Social Security or pension. Through Guaranteed Life Income products, we can match the financial needs of the client to their income to reduce the risk of running out of money.
Our planning services include planning for life insurance needs, retirement planning (while accumulating or distributing), financial planning (such as budget planning) and estate tax planning. Through complex computer analysis programs we will provide a plan that fits your desires and requirements, now and in the future.
We will work with your attorneys and CPAs for tax planning, such as A-B trusts, By-Pass trusts, Living trusts, Grantor trusts, Irrevocable Life Insurance Trusts (ILITs) and the many other revocable and irrevocable trusts. We do not offer tax or legal advice, but work with your other advisors as necessary and requested.
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