Oglesby Wealth Strategies LLC

Oglesby Wealth Strategies LLC At Oglesby Wealth Strategies, we guide you in the right direction towards your financial success.

We offer a specialized financial planning approach that is unique to each of our clients’ needs.

🗂️ Community Shred Day in Oconee County!Have old paperwork piling up? Take advantage of this FREE drive-thru shredding e...
10/08/2026

🗂️ Community Shred Day in Oconee County!

Have old paperwork piling up? Take advantage of this FREE drive-thru shredding event!

📅 Friday, October 16 | 11 AM–1 PM
📍 Oconee Veterans Park Community Building
3500A Hog Mountain Rd, Watkinsville

Hosted by Keep Oconee County Beautiful and Oconee County Parks & Recreation, this event is open to Oconee County residents looking to securely dispose of personal documents, such as old bank statements, tax records, and other paperwork containing private information.

🚗 Drive through and drop off your documents. Limit of 4 boxes per vehicle. Rain or shine!

A great opportunity to clear out the clutter and help protect your personal information.

Learn more: https://www.oconeecountyga.gov/1476/Community-Drive-Thru-Shred-Event

You're invited to a complimentary workshop on optimizing social security and retirement benefits on Monday, September 21...
09/16/2026

You're invited to a complimentary workshop on optimizing social security and retirement benefits on Monday, September 21 at 6:00 PM. Registration is required for this free event. We look forward to seeing you there! 🌺

https://oglesbywealthstrategies.com/

Oglesby Wealth Strategies representing at Oconee County Chamber of Commerce-Georgia and ESP Kickball Event! We had so mu...
09/11/2026

Oglesby Wealth Strategies representing at Oconee County Chamber of Commerce-Georgia and ESP Kickball Event! We had so much fun with everyone who came out to support a great organization!

What if your retirement income could be more predictable?Retirement shouldn’t mean giving up the security of a steady pa...
09/03/2026

What if your retirement income could be more predictable?

Retirement shouldn’t mean giving up the security of a steady paycheck. Fixed index annuities may provide a way to create a reliable stream of income while also helping protect your principal.

If you’re thinking about retirement—or already enjoying it—it may be worth exploring whether an annuity could fit into your overall financial strategy.

Let’s talk about creating a retirement income strategy designed to last.

The Long-Term Care Cost Most Families Aren’t Prepared For When we think about retirement, we often focus on having enoug...
08/27/2026

The Long-Term Care Cost Most Families Aren’t Prepared For

When we think about retirement, we often focus on having enough money to travel, enjoy life, and maintain our lifestyle.

But there’s another cost that can have a major impact on a retirement plan: long-term care. 🏥

The need for care may come later in life, but the financial consequences can affect your retirement savings, your spouse, and even the legacy you hope to leave behind.

The important question isn’t just, “Could I need long-term care?

It’s: “If I do, how will we pay for it?”

Long-term care insurance can be one piece of a larger retirement strategy designed to help protect your savings and give you more options if care is needed.

Planning ahead can help you make decisions on your terms—not in the middle of a crisis.

💬 Have you considered how long-term care could fit into your retirement plan?

Join us this Thursday at 6:00 PM at Piedmont Oconee Health Campus for an informative evening focused on Social Security ...
08/18/2026

Join us this Thursday at 6:00 PM at Piedmont Oconee Health Campus for an informative evening focused on Social Security and how to make the most of your benefits.

We’ll discuss important decisions surrounding Social Security, including when to claim benefits, strategies to help maximize your income, and key considerations to keep in mind as you plan for retirement.

Space is limited and REGISTRATION IS REQUIRED. Please call our office at 706-795-2597 to reserve your spot!

Whether you’re approaching retirement or simply want to better understand how Social Security fits into your overall financial plan, this seminar is a great opportunity to learn, ask questions, and gain confidence in your retirement decisions.

😌 Today is National Relaxation Day!Relaxation isn't just about taking a day off, it's about having confidence in your fu...
08/15/2026

😌 Today is National Relaxation Day!

Relaxation isn't just about taking a day off, it's about having confidence in your future.

When you have a financial plan that aligns with your goals, it's easier to enjoy life's moments without worrying about what's next.

Take some time to recharge today, and remember that planning ahead can help create more peace of mind tomorrow.

💰 National Financial Awareness Day is a great reminder to check in on your financial future.Financial awareness isn't ab...
08/14/2026

💰 National Financial Awareness Day is a great reminder to check in on your financial future.

Financial awareness isn't about trying to time the market or chasing the next big trend. It's about having a plan, understanding your goals, and making informed decisions that support the retirement you envision.

Whether you're 5 years or 25 years from retirement, the actions you take today can make a meaningful difference tomorrow.

If you haven't reviewed your retirement strategy recently, now is the perfect time to start the conversation.

📖 Learn more about the importance of long-term retirement investing in our latest blog:https://oglesbywealthstrategies.com/celebrating-national-investors-month-long-term-retirement-investing-basics-for-pre-retirees/

Life changes... and your beneficiary designations should too.Marriage, divorce, the birth of a child, or the loss of a l...
08/11/2026

Life changes... and your beneficiary designations should too.

Marriage, divorce, the birth of a child, or the loss of a loved one can all affect who should receive your retirement accounts, life insurance policies, and other assets. Taking just a few minutes to review your beneficiaries can help ensure your wishes are carried out and may save your family unnecessary stress.

Not sure if your beneficiaries are up to date? We'd be happy to help you review them as part of your financial plan.

📞 Call our office at 706-795-2597 to schedule a review.

As the school year begins, don't forget to give your finances a fresh start too. Reviewing your budget and long-term goa...
08/06/2026

As the school year begins, don't forget to give your finances a fresh start too. Reviewing your budget and long-term goals now can help you stay prepared for whatever the year brings. 🍎🎓🎒✏️

Address

1024 Twelve Oaks Drive, Suite 105
Watkinsville, GA
30677

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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