Live Retirement With
Confidence.

We can help you manage your finances so you can pursue your goals.

Learn How We Can Help

As Seen On:

Get started in 3 easy steps:

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Stress Test, we’ll examine your financial situation and determine your retirement needs.

Plan

Receive a custom strategy to help you reach your unique retirement goals.

Let's Get Started
Tax Strategy For Retirement

Instant Download

ARE YOU READY FOR YOUR TAX BILL IN RETIREMENT?

Contributing to tax-deferred accounts like 401(k)s or IRAs may be an effective tax strategy during your working years, but what about once you’ve retired? This thorough guide outlines the concept of “Four Buckets” as a way to visualize the potential impact of taxes on retirement assets. Find out:

  • Where your current assets fall in the four tax buckets
  • Why tax-deferred products could cost you later
  • How to further diversify your assets — starting now

GET YOUR INSTANT DOWNLOAD

DOWNLOAD YOUR TAX STRATEGIES FOR RETIREMENT GUIDE

Enter your information below to instantly download the guide.

Download Now!

Get to Know
Our Team

Discover how we help individuals and families achieve their ideal retirements.

Watch The Video Watch the video








 

Download Now!
Dave Ramsey Smart Investor

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Reinventing Retirement

Tips to maximize retirement income. Strategies to help protect your retirement. Christopher and Samuel Dixon tell you how to help keep your retirement assets on track.

Reinventing Retirement

Oxford Advisory Group
in the news

View More Videos

As Seen On / Heard On