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Retirement preparation program

that anyone can do


Financial Consultations and Education

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Blue icon Document ChecklistGet Organized

Make sure things are in place for your retirement.

Blue icon of puzzle piece outside of whole puzzle.Take Control

Know you have a real plan and your finances are going in the right direction.

Blue icon of person holding rays of sunRetire Confidently

Understand when you can retire and what state your finances will be in when you do.



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Planning for retirement shouldn’t be overwhelming.

You've worked hard throughout your career, done all the right things, saved and invested wisely. Now, it’s time to look ahead towards the best years of your life, retirement.

Blue Oaks Financial helps you create a strategy so you know you're on track for the retirement you want.


How the Retirement Progress Program works:


Blue Circle Number 1

Answer a few, quick questions to understand where you stand in your retirement planning.


Blue Circle Number 2

Make the necessary adjustments to align your financial plan towards your retirement goals.


Blue Circle Number 3


With a clear plan in hand, you can make the decisions that allow you to take control of the best years of your life.


Take the first step now.

Answer a few questions in order to get your own Retirement Progress Report.


Get Your Retirement Report




You deserve to live your retirement dreams


That's why we created the retirement progress program.           

At Blue Oaks Financial, we know how hard you've worked to save and defer the lifestyle you've been wanting.

Don't miss out on all that is available to you.


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Financial planner woman at desk with client

The Retirement Progress Program

You get:

  • The retirement progress report
  • Quarterly check-ins about your finances
  • Expert financial advice and answers to your questions
  • Access to additional services and referrals

Learn More



"Blue Oaks Financial was fantastic. In a short timeframe, they were able to demonstrate the value of our retirement benefits and have shown us how to leverage them more in the future. We can't wait to enjoy the fruits of our labor."


Chris Meyers | Roseville, California


Blue Oaks Financial Client Chris Meyers

"Ryan was able to guide my wife and I through the ins and outs of building a diverse retirement portfolio. We really appreciate him and his ability to break down complexities of our financial plan and make them easily accessible us."

Mark Perrin | San Jose, California

Blue Oaks Financial Client Mark Perrin             

"Ryan helped me begin planning for retirement. He helped me project a baseline income goal and also gave suggestions for amounts I should have in savings and IRAs. Knowing my retirement options gives me the confidence to know how to reach my financial goals."

Robyn Boydston | Rocklin, California

Blue Oaks Financial Client Robyn Boydston




Work with someone who understands you and has your back.

Helping people with their retirement is important to me because it's needed and there seems to be a lack of honest and ethical resources available! I have helped hundreds of people plan and prepare their finances for retirement and understand why it’s so important to have a plan for your financial future.  

I want to do the same for you. You deserve to work with someone on your side, who understands your situation and always has your back.

Schedule a Call


Have a better plan - Make better decisions about retirement.

It’s time to look ahead towards the best years of your life, retirement. But if you aren’t prepared for retirement, it can be anything but wonderful.


• What if you run out of money?

• Are you going to have to work until you’re 80?

• How much do you actually need to retire?

• And what if you overlooked details that can derail the whole thing?


We don’t want you to struggle with these questions. Blue Oaks Financial has helped hundreds of people gain clarity around their unique situations and improve their financial lives.               

       

Get started with your Retirement Progress Program today and gain confidence and clarity about your financial future.

Schedule a Call




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