By: Nic Abelian
Oxford Advisory Group, a private, family-owned retirement planning and wealth management firm, has established itself as a leader in assisting pre-retirees and retirees navigate the complexities of retirement. Based in Florida, the firm is focused on tax-efficient retirement planning, a specialization that distinguishes it from other financial advisory services.
From its humble beginnings, Oxford Advisory Group has quickly flourished into a firm rich in tradition and dedicated to enriching the lives of its clients. The firm’s team members live and work in the communities they serve, fostering a family-oriented approach to their services. This deep connection to the community is central to Oxford’s philosophy, as they welcome all new clients into their fold as family members. According to Christopher J. Dixon Jr., “When a family enters retirement, they have to adjust their thinking on investing. In retirement, you start paying yourself, and HOW you do this can greatly affect how much you pay in taxes.”
The recognition Oxford Advisory Group has received is a testament to its impact and commitment to quality service. Awards such as Orlando’s Best Financial Services, Inc Best Places to Work, and Silicon Valley Top Firms to Watch underscore the firm’s dedication and excellence. Their focus on tax planning in retirement is a crucial aspect that sets them apart. Many advisory firms focus primarily on investment planning, but Oxford addresses a range of more retirement-specific issues, including Social Security, estate planning, taxes, and required minimum distributions.
Photo Courtesy: Brad Swineheart / Oxford Advisory Group
Tax efficiency in retirement may be overlooked, potentially leading to unnecessary over-taxation for many retirees. Oxford’s approach is comprehensive, better ensuring that their clients are not just investing wisely but also managing their tax liabilities effectively. This holistic view is critical, as Samuel Dixon notes, “We got into this business to help families. After seeing bad advice derail families, we wanted to stop that from happening to others. I go to work every day, proud of what we are able to do for families.”
The firm’s dedication to education is another pillar of their success. Oxford Advisory Group provides free educational opportunities to Florida families, offering in-person and online classes. These efforts reach over 2,000 families a year, aimed at empowering them with the knowledge needed to make better-informed decisions about their financial futures. This educational outreach is a vital part of Oxford’s mission to support and guide their community.
Oxford Advisory Group’s focus on retirement planning encompasses more than just financial advice. They create focused income plans and analyze risks with retirement-specific issues in mind. This includes strategies for Social Security, estate planning, and required minimum distributions, aiming to ensure that clients are better prepared for aspects of retirement. By concentrating solely on retirees, Oxford provides focused knowledge and experience that general investment advisors may lack.
The firm’s commitment to family values and community ties, combined with their expert focus on tax-efficient retirement planning, makes Oxford Advisory Group a standout choice for those seeking comprehensive retirement advice. Their holistic approach aims to ensure that clients receive not only investment guidance but also strategic tax planning, which may significantly impact their financial well-being in retirement.
Photo Courtesy: Brad Swineheart
One of the key components of Oxford Advisory Group’s strategy is the understanding that retirement planning is inherently different from pre-retirement investing. In retirement, individuals transition from accumulating wealth to drawing down on their savings. This shift requires a careful balance to ensure that retirees can maintain their desired lifestyle without running into tax or income pitfalls. The team at Oxford works at crafting tailored income plans that take these factors into account, aimed at helping retirees better preserve their wealth and potentially minimize unnecessary tax burdens.
Additionally, Oxford Advisory Group’s proactive approach to retirement planning involves regular reviews and adjustments to clients’ plans. The financial landscape and tax laws are ever-changing, and the firm’s advisors aim to stay abreast of these changes to better ensure that their clients’ strategies remain optimal. This forward-thinking approach is another reason why the firm is highly regarded in the financial planning community.
For more information about Oxford Advisory Group and their services, visit their website at Oxford Advisory Group, or follow them on YouTube and LinkedIn.
Oxford Advisory Group continues to lead the way in retirement planning, helping families navigate the complexities of retirement with a focus on tax efficiency and comprehensive financial planning. As they expand their reach and impact, their commitment to community and family remains at the heart of their mission, striving to ensure that every client feels supported and valued.
Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford can be found by visiting the SEC site www.adviserinfo.sec.gov and searching by our firm name. We are a financial services firm that utilizes insurance and investment products. Insurance products and services are offered and sold through Oxford Advisory Group. Oxford Wealth Group, LLC and Oxford Advisory Group are affiliated but separate entities. This article placement was paid for by Oxford Advisory Group.
Disclaimer: The information provided in this article is for informational purposes only and should not be construed as financial advice. Readers are encouraged to conduct their own research and consult with qualified professionals before making financial decisions. Results may vary, and success stories shared are not indicative of guaranteed outcomes for all individuals.
Published by: Holy Minoza
