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Oakley Financial LLC — Michelle Oakley, RSSA® CMIP

Michelle Oakley 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 helps clients make confident, informed decisions about Medicare, Social Security, and retirement income.

Services

Medicare Planning — Guidance on Medicare Parts A, B, C (Medicare Advantage), and D (prescription drug coverage), Medigap/supplement plans, and annual plan reviews.
Social Security Analysis — Personalized strategies to maximize your lifetime Social Security benefit, including optimal claiming age and spousal coordination.
Retirement Income Planning — Comprehensive retirement income strategies to help your money last as long as you do.
Free Educational Workshops — In-person seminars on Medicare and Social Security held regularly in the Nashville and Murfreesboro areas. Light refreshments provided.

About Michelle Oakley

Michelle holds the RSSA® (Registered Social Security Analyst) and CMIP (Certified Medicare Insurance Planner) designations. She founded Oakley Financial LLC to bring personalized, unbiased retirement planning guidance to everyday Tennesseans. Michelle is passionate about helping clients cut through the complexity of Medicare and Social Security so they can retire with confidence.

Book a Free Consultation

Ready to get clarity on your Medicare and Social Security options? Book a no-cost, no-obligation consultation with Michelle. Appointments are available by phone, video, or in person.

Visit www.michelle-oakley.com/book to schedule online, or call (615) 914-7746.

Upcoming Workshops & Events

Michelle hosts free Medicare and Social Security workshops for the public throughout the year. Seating is limited — RSVP in advance at www.michelle-oakley.com/rsvp.

These educational events cover topics such as:

When to enroll in Medicare and how to avoid penalties
Comparing Medicare Advantage vs. Original Medicare + Supplement
How to choose a Part D prescription drug plan
Social Security claiming strategies for individuals and couples
Coordinating Medicare with employer coverage or retiree benefits

Contact

Phone: (615) 914-7746
Email: oakleyfinancial@icloud.com
Service area: Nashville, Murfreesboro, and surrounding Middle Tennessee communities

Legal

Oakley Financial LLC is an independent insurance agency. Michelle Oakley is licensed to sell insurance in Tennessee. Medicare has neither reviewed nor endorsed this information.