As a certified RSSA®, Michelle Oakley helps you navigate complex claiming rules to ensure you don’t leave tens of thousands of dollars on the table.
Making the right Social Security choice is one of the most important financial decisions you will make. The difference between the best and worst claiming strategy can be massive.
We analyze your specific earning history, marital status, health, and financial goals to find your optimal claiming age.
Our advanced software compares thousands of claiming permutations to uncover hidden benefits you might miss.
Navigate complex rules surrounding spousal benefits, survivor benefits, and the earnings test with absolute confidence.
Over 90% of retirees do not maximize their Social Security benefits. Let’s make sure you aren’t one of them.
RSSA® • CMIP • Oakley Financial LLC
Michelle is a Registered Social Security Analyst (RSSA®) and Certified Medicare Insurance Planner (CMIP) serving retirees and pre-retirees throughout the Nashville and Middle Tennessee area.
She founded Oakley Financial LLC to bring personalized, unbiased retirement planning guidance to everyday Tennesseans — helping clients cut through the complexity of Medicare and Social Security so they can retire with confidence.
Michelle also hosts free in-person workshops on Medicare and Social Security throughout the year in Nashville and Murfreesboro.
Schedule a complimentary consultation to discover how much more you could receive from Social Security.
Schedule Your Consultation Today