After 34 years as an investment advisor, OakTree Premium Finance founder Jim Barlow decided to slow down… and take on a new challenge. He decided to transition from his investment advisory firm, Jim Barlow Advisors, to opening a new practice focused only on merging finance, investing and life insurance.
His goal is to improve the estate and retirement situations of his clients, by introducing them to strategies used by the wealthy to enhance their own lives. Using his premium finance life insurance strategies and the power of leverage, he is providing his clients with a new way to fund their retirement years so they can live more comfortably once they stop working.
He is also showing business owners how to better manage the potentially devastating effect of the premature loss or departure of a key employee. By utilizing his premium insurance strategies, a business owner can generate the extra funding they need to cover executive bonuses, a partner buyout and do succession planning.
Come to OakTree Premium Finance and let Jim show you some innovative ways to protect and grow your assets for you, your family or your business.
OakTree Premium Finance
Financial Advisor in Farmington, Utah
Investment planning and wealth management