40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Insurance

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.

At OakBridge Financial Partners, LLC, we provide assistance in the following areas:

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