Your Financial Advisor and Investment Planning Professional in Clermont, FL
Financial Advisors for Retirement in Clermont, FL
With Oxford Advisory Group, you have access to a variety of financial services designed to help protect assets and pursue your long-term investment goals. Our team in Clermont, FL includes a retirement planner, investment planner, a financial advisor, traditional IRA advisor, and wealth management professional.
Our staff provides the following services:
Certified Financial Advisor
To make informed financial management choices, consider the advice of a certified financial advisor from our team. We can meet with you and build a financial plan that takes your financial status, risk tolerance, and goals into account. Our financial advisor can guide you in your long-term goals, such as planning for retirement, saving up your down payment on a house, or choosing wise investments.
401(k) Financial Advisor
Our 401 (k) advisor can provide valuable guidance and wisdom whether you are an individual trying to invest or an employer trying to figure out the logistics of your employees’ plans.
Retirement Planning
Your comfortable retirement is made possible through careful planning. Our certified retirement planning professional will guide you in formulating the ideal strategy to reach your long-term goals. After years of hard work, you deserve to be comfortable in your later years. We address important financial choices, such as investment management, income and tax planning, risk management, and more. When you are young is the ideal time to plan for retirement. You can meet your goals so much more easily when you have more time. Start planning now!
Traditional IRA Investment
Many people depend on a traditional IRA (Individual Retirement Investment Account) to give them retirement savings and tax-deductible benefits. Typically, IRAs are selected in place of an employer-sponsored retirement account. With the help of our financial consultant and investment professionals, you can explore ways your IRA may fit into your retirement plan.
Wealth Management
By following the guidance of our wealth advisors, you can manage and track your assets through a custom built investment plan. If you already have accrued significant wealth, our wealth management team can offer support on strategies that may help reduce potential estate taxes and manage other tax consequences arising from business income.
Investment Planning
A customized strategic plan can help keep your investments aligned with your goals. An investment planning advisor will work with you to build an investment plan that seeks growth potential suited to your risk tolerance and goals. Part of investment planning can be managing your finances through selecting the ideal bonds,stocks, and mutual funds. We also take on the responsibility of buying, selling, and monitoring the investments as needed.
If you are interested in the financial advisory and planning services we provide in Clermont, FL, call today at (407) 495-2004. Through our website, you can schedule a meeting with one of our financial consultants. We can review your current financial situation and create a customized plan to meet your goals and needs.
Tax Focused Retirement Planning Near Clermont, Fl
Financial Planning for Retirees with focus on Taxes, Estate Planning, RMD support, and Retirement Planning.
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.
Retirement Planning for South Lake County Households
The Clermont office is at 2250 State Rte 50 #2, a short drive from the US-27 corridor in south Lake County. It may be a convenient location for families in Minneola, Groveland, Montverde, and Mascotte, and for residents of Horizon West and Winter Garden just across the Orange County line.
Oxford Advisory Group – Clermont, FL
2250 State Rte 50, #2
Clermont, FL 34711
Phone: (407) 495-2004
Email: info@oxfordadvisorygroup.com
When you are new to Florida
South Lake County has welcomed many households from other states, and a move often brings planning questions with it. Florida does not impose a state personal income tax, but a former state may still look at where you lived during the year you moved, so part-year residency rules could affect that year's return. Updating estate documents, beneficiary forms, and account titles after a move is another step people sometimes overlook.
Turning savings into income
Clermont-area clients frequently want to understand the order in which to draw from taxable accounts, tax-deferred IRAs, and Roth accounts. The sequence can influence how much federal tax you pay each year and how long savings might last. We can also walk through how required minimum distributions typically begin at age 73 under current rules, with the starting age scheduled to move to 75 for people born in 1960 or later.
Thinking about healthcare and longevity
Healthcare costs can rise with age, and long-term care is expensive in many parts of Florida. Talking through insurance, savings, and family support options early may give you more choices later.
Call (407) 495-2004 to ask about a meeting in Clermont. Our downtown Orlando office is also available if that location suits your schedule better.
Communities near our Clermont office
- Minneola
- Groveland
- Montverde
- Mascotte
- Winter Garden
- Horizon West
- Four Corners
Related services
- Retirement withdrawal strategies
- IRA and 401(k) guidance
- Long-term care planning
- Estate planning
- Retirement planning
Further reading
- RMDs, Tax Changes and Roth Conversions Every Florida Retiree Should Know
- How Long Will My Retirement Savings Last?
- 7 Steps to Prepare for Your Retirement Planning Meeting
Nearest sister office: Oxford Advisory Group Orlando. See all Florida office locations.
Clermont Retirement Planning FAQs
Where is the Clermont office?
The Clermont office is at 2250 State Rte 50 #2, Clermont, FL 34711. You can reach the team at (407) 495-2004.
I just moved to Clermont from another state. Could I still owe that state income tax?
Possibly for the year you moved. Many states tax income earned while you were a resident, and part-year rules vary. A tax professional can help you review what your former state may require.
In what order should I withdraw from my retirement accounts?
There is no universal order. Drawing from taxable, tax-deferred, and Roth accounts in different sequences can change your yearly federal tax bill, so many retirees compare a few approaches before choosing one.
When do required minimum distributions start?
Under current federal rules, RMDs generally begin at age 73 for many people, and the starting age is scheduled to rise to 75 for those born in 1960 or later. Rules can change, so it may help to confirm your own timeline.
Is there an office near Clermont besides this one?
Yes. The Orlando office at 111 N Orange Ave and the Mount Dora office on N Donnelly St are both in Central Florida.
