Live Retirement With

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

The path toward a successful retirement is a journey, and yours starts today. At the Oxford Advisory Group, we aim to help you live retirement with confidence. Our team of professionals concentrates on retirement planning, including often overlooked aspects like insurance requirements, tax-efficient strategy development, and asset protection.

Leaving your retirement up to chance is a risk. With the Oxford Advisory Group, you’ll get the support, insights, guidance, and access you need to make your dreams a reality. We offer personalized strategies designed with your unique needs in mind, ensuring you are always at the center of the equation.

Get started in 3 easy steps:


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


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


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


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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

About Oxford Advisory Group


The Oxford Advisory Group is a family-owned retirement planning and wealth management firm that is passionate about assisting pre-retirees and retirees who want a sound financial plan that lets them achieve their retirement goals. Our team of Florida financial advisors focuses on supporting our local communities, providing guidance designed to make navigating retirement simpler, and addressing unique situations present in Florida.


Florida Financial Advisors

Living in Florida is a dream for many retirees. Our state is spectacular and incredibly unique, not just from a landscape perspective. Planning for retirement as a Florida resident requires knowledge and planning, ensuring your account for the nuances of living in the Sunshine State. Fortunately, by having Florida financial advisors by your side, the journey is more manageable.

At the Oxford Advisory Group, we have a team of Florida financial advisors who strive to make our client's retirement goals easier to achieve. With over 20 years of combined experience, we concentrate on creating personalized retirement strategies designed to meet the needs of our local community.

What Is a Retirement Financial Advisor?

A retirement advisor is a financial expert with a focus in the area of retirement planning. Their knowledge allows retirement financial advisors to offer guidance on many issues those in pre-retirement or retirement face, including retirement investing, wealth management, insurance needs, tax-efficient strategies, and more.

Why Use a Retirement Advisor?

Many people assume that any financial advisor can put them on the path toward a sound retirement. However, not all financial planners concentrate on retirement planning, and that isn’t ideal if you want to focus on achieving your retirement goals.

Using a retirement advisor to assist with your retirement planning ensures you have access to knowledge relating to your future retirement. A retirement advisor often has unique knowledge and understandings relevant to those who want a sound, secure retirement.

Planning for Your Retirement

Preparing for retirement is inherently a journey. You’ve worked hard, and it’s crucial to ensure that your assets are working just as hard to secure your financial future.

At Oxford Advisory Group, our comprehensive retirement planning services include a wide array of investment options, strategic guidance, insurance policies, and more. Our multi-faceted approach leaves no stone unturned, making it easier to create thorough, customized solutions designed with your needs in mind. A sound retirement planning strategy has several components, including:

Income and Tax Planning
Investment Management
Risk Management
Legacy Planning

Our team of Florida financial advisors can help you assess your current position and outline your retirement goals, allowing us to make personalized recommendations based on your needs in all of the categories above.

How to Know If You Are Prepared for Retirement?

One of the biggest challenges people face when planning for retirement is determining if they’re moving in the right direction. Estimating your financial needs once you leave the workforce is challenging, particularly since economic factors and your situation shift over time.

At Oxford Advisory Group, we aim to make this journey less daunting, regardless of their current financial situation or retirement goals. Our team will work with you one-on-one to discover what your ideal retirement looks like, allowing us to recommend handpicked solutions based on your needs.

Additionally, Oxford Advisory Group uses a simple stress test to assess your financial situation. With the stress test, we gain powerful insights about your current direction, allowing us to recommend adjustments as needed. With that, you’ll know if you’re prepared for retirement or what it takes to ensure you’re ready for the financial future of your dreams.

How Oxford Advisory Group Can Help You

At the Oxford Advisory Group, we use a multi-faceted approach to help clients achieve their goals of a sound financial future. We believe that everyone should be able to achieve their retirement dreams, and we continuously strive to support those goals with sound strategies and an array of services.

By working with the Oxford Advisory Group, our team of professionals can help you access a range of investments, insurance products, and services to address various concerns or needs. This allows you to design a customized solution, all while ensuring no point is overlooked.

At the Oxford Advisory Group, we divide our services into three main categories. Here’s an overview of how the Oxford Advisory Group can help you on your retirement journey.




IRA/401(k) Rollover

Retirement Income Strategies

Wealth Management


Asset Protection Strategies

Life Insurance

Long-Term Care Strategies

Tax-Efficient Strategies


Legacy Planning Services

Life Insurance

By working with the Oxford Advisory Group to plan your retirement, you’ll get a personalized strategy featuring a mix of investments, insurance policies, and tax-efficient strategies. We can also refer you to professionals who provide additional services, including trusts, probate, charitable giving, estate planning, and tax planning.

If you’d like to see how our team can help, contact us to speak with one of our team members today.

As Seen In Articles:

One Important Retirement Age Milestone People Tend to Forget

August 30, 2019

When those approaching retirement come to our office to discuss their plans,…

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The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger was not compensated in any way.

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