Find Your Financial Advisor and Investment Planning Professional
How is Oxford Advisory Group Different?
At Oxford Advisory Group, we aim to help all of our clients feel confident in their financial future. We believe everyone should be able to enjoy their retirement with the lifestyle that they have worked so hard for. By focusing on retirement challenges such as Taxes, Estate Plans, Social Security, and Required Minimum Distributions, we are able to support retirement plans aimed at success.
Answering Retirees' Top Questions, such as:
Do I have enough to retire?
Will my savings last through retirement?
How do I minimize taxes in retirement?
Can I secure my income while still seeing growth?
Why do I need a Financial Advisor?
Navigating the complexities of retirement can be daunting, especially when balancing short-term needs with long-term goals. Oxford Advisory Group offers tailored guidance to help you make better-informed decisions, drawing on its experience in wealth management, retirement planning, tax strategies, estate plans, and investment strategies.
Their team aims to provide clarity by analyzing your unique financial situation, identifying opportunities, and addressing potential risks. They aim to help you develop a comprehensive plan that aligns with your aspirations, whether it’s minimizing taxes, navigating Required Minimum Distributions, preparing your Estate, or managing investments. An advisor may help you stay better informed in an ever-changing financial landscape.
Meet Our Founders
Samuel J, Dixon started his business journey at Florida State University, where he went on to achieve a Bachelor’s degree in risk management and insurance with a focus on wealth management and financial planning. He’s also passed a series 65 securities exam while also holding an insurance license in Florida and South Carolina.
Christopher J. Dixon is a registered financial consultant is passionate about helping retirees create and meet their desired financial goals long term. Christopher graduated with a business degree from Florida State University, and he also currently holds an insurance license in Florida and South Carolina.
Samuel and Christopher work directly with clients at each of the Oxford locations. They have also hired and personally trained a large team of professionals like themselves. Their goal is to ensure a high level of care and attention is given to every family that comes through the doors at any Oxford Advisory Group location.
How Can a Financial Advisor Help Prepare Me for the Future?
Financial advisors are individuals who create, strategize and implement a road map for individuals who wish to relieve the stress of their financial future and retirement by diversifying their income and investing in services that will secure the lifestyle they want when preparing for retirement.
They do this by doing the following:
Assess your current financial standings: Our advisors will ask you a number of questions to understand your income, family, and goals.
Goals: They’ll ask questions like, what age would you like to retire? Do you have goals for your estate? How do you plan on navigating taxes?
Create a Roadmap: They’ll help you set up a road map to follow, showing what strategies you may consider to reach your desired retirement and estate goals.
Can a financial advisor help me reduce my taxes?
One of the main focuses of financial planning is helping our clients understand how to reduce their taxes while maximizing their income and savings.
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.
