Your Financial Advisor and Investment Planning Professional in Lakeland, FL
Located in Lakeland, FL, Oxford Advisory Group helps retirees, those planning for retirement, and business owners work to protect their assets and pursue retirement and estate goals. We focus on tax-minimization strategies, Estate Planning, Retirement Income, and Wealth Management.
Explore our financial services:
Certified Financial Advisor
Enjoy the confidence and peace of mind when your financial decisions are guided by a certified financial advisor. Through a collaborative consultation, our team can build a financial plan that will reflect your financial goals, current status, and risk tolerance level. From retirement planning to house down payment savings to investments, our financial advisor can help you work towards your goals.
401(k) Financial Advisor
The details and logistics of 401(k) plans can be overwhelming. Whether you are an individual looking to invest or an employer managing your employees’ plans, our 401(k) financial advisor will have the valuable insight you need.
Retirement Planning
Careful planning is essential for reaching your comfortable retirement. Through a retirement planning consultation, we can build a customized plan to account for your needs and reach your goals. You deserve to have your years of hard work pay off in your retirement years. Retirement planning manages a variety of financial concerns, including investment management, risk management, income and tax planning, and more. If you are still young, go ahead and start planning for your retirement now. The more time you have to devote to striving for your goals the better.
Traditional IRA Investment
Your traditional IRA (Individual Retirement Investment Account) should allow you to enjoy your retirement savings as well as tax-deductible benefits. IRAs are considered to be an alternative to an employer-sponsored retirement plan. Call our financial consultant to learn more about your IRA options.
Wealth Management
Through wealth management services, you can more easily monitor your assets. A customized investment plan may help you work to protect your wealth while pursuing growth. The wealth management team can provide support on strategies that may help reduce potential estate taxes and manage other tax consequences from business income when you possess significant earnings already.
Investment Planning
By building a customized investment plan, we can help you work toward your investment goals. During your investment planning consultation, we will collaborate with you to understand your
goals and build a plan to grow your assets accordingly. Included in our investment planning services, our advisor can choose and manage your bonds, stocks, and mutual funds, alleviating your stress and freeing up your time. We can handle all buying, selling, and monitoring of your investments on your behalf.
If you need professional financial services in Lakeland, FL, call (407) 495-2004. Through our site, you can schedule a meeting with a financial consultant to start the consultation process right away!
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 Polk County Families
The Lakeland office sits at 1933 E Edgewood Dr, Suite 101, in Polk County. Located along I-4 between Tampa and Orlando, Lakeland may be a convenient meeting point for people in Winter Haven, Bartow, Auburndale, Mulberry, Lake Wales, and Plant City.
Oxford Advisory Group – Lakeland, FL
1933 E Edgewood Dr, Suite 101
Lakeland, FL 33803
Phone: (407) 495-2004
Email: info@oxfordadvisorygroup.com
The years just before retirement
Many people who contact our Lakeland team are still working and want to know whether they are on track. Once you turn 50, catch-up contributions can allow you to save more in a 401(k) or IRA, and the final working years may be a good time to compare pension options, review investment risk, and estimate your future spending.
Medicare and healthcare costs
Medicare eligibility generally begins at 65, and enrolling late in some parts may lead to lasting penalties. If you are still covered by an employer plan, the rules for when to sign up can differ. Healthcare costs, including premiums, deductibles, and prescriptions, can be a meaningful part of a retirement budget, so it may help to plan for them in advance.
Choosing when to retire
Your retirement date can affect Social Security, pension amounts, and how long savings may need to last. Looking at a few different dates side by side could make the trade-offs easier to see.
Residents along the I-4 corridor between Tampa and Orlando may bring questions about workplace retirement plans, pension elections, and when to begin withdrawals. Because Florida does not have a state personal income tax, Polk County retirees typically focus on federal tax planning for withdrawals. To ask about a meeting at the Edgewood Drive office, call (407) 495-2004.
Communities near our Lakeland office
- Winter Haven
- Bartow
- Auburndale
- Mulberry
- Lake Wales
- Haines City
- Plant City
Related services
- IRA and 401(k) guidance
- Retirement planning
- Investment planning
- Retirement income strategies
- Tax preparation and tax planning
Further reading
- How Does a 401(k) Differ From an IRA?
- What Is the Full Retirement Age?
- 7 Steps to Prepare for Your Retirement Planning Meeting
Nearest sister office: Oxford Advisory Group Tampa. See all Florida office locations.
Lakeland Retirement Planning FAQs
Where is the Lakeland office?
The Lakeland office is at 1933 E Edgewood Dr, Suite 101, Lakeland, FL 33803. You can call (407) 495-2004 to ask about a meeting.
What are catch-up contributions?
Catch-up contributions let people age 50 and older contribute more to 401(k)s and IRAs than the standard annual limit. The amounts are set by the IRS and can change from year to year.
When should I sign up for Medicare?
Many people enroll around age 65. If you or your spouse are still covered by an employer plan, different timing rules may apply. Signing up late for some parts can lead to ongoing penalties, so checking your enrollment window is important.
How do I know if I am ready to retire?
There is no single test, but comparing your expected spending with Social Security, pensions, and savings withdrawals across a few retirement dates can help show whether a plan may be workable.
Which offices are close to Lakeland?
The Tampa office on N Rocky Point Dr is to the west along I-4, and the Orlando and Clermont offices are to the northeast.
