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  • Financial Services
    • Business Owners & Entrepreneurs
    • Corporate Executive Planning
    • Estate Planning
    • Financial Advice
    • Investment Planning Services
    • Tax Preparations & Advice
  • Educational Seminars
  • Our Team
  • Resources
    • Charles Schwab Login
    • Catch the latest: In The Media
    • Radio
    • Retire Ready: Blog
    • Total Tax-Free – Best selling book
  • Locations
    • Orlando, FL
    • Clermont, FL
    • Mount Dora, FL
    • Tampa, FL
    • Springhill, FL
    • Sarasota, FL
    • Jacksonville, FL
    • Lakeland, FL
  • Schedule a Meeting

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Tax Strategies for Retirement: Buckets Create Tax Choices

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Orlando, FL

Oxford Advisory Group

Tampa, FL

Oxford Advisory Group
Oxford Downtown Orlando, FL

Orlando

Oxford Advisory Group
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Tampa

Other locations:

Clermont, FL

2250 State Rte 50 #2

Clermont, FL 34711

Phone: (407) 495-2004

Spring Hill, FL

4205 Rachel Blvd

Spring Hill, FL 34607

Phone: (813) 405-8372

Jacksonville, FL

13241 Bartram Park Blvd, Building 1400

Jacksonville, FL 32258

Phone: (407) 495-2004

Sarasota, FL

1819 Main St, Suite 201

Sarasota, FL 34236

Phone: (407) 495-2004

Lakeland, FL

1933 E. Edgewood, Suite 101

Lakeland, FL 33803

Phone: (407) 495-2004

Mount Dora, FL

1524 N Donnelly St

Mt Dora, FL 32757

Phone: (407) 495-2004

Connect

info@oxfordadvisorygroup.com
Phone: (407) 495-2004

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Privacy Policy | Terms & Conditions

This website https://oxfordadvisorygroup.com (this “Website”) is owned and operated by Oxford Advisory Group (“Oxford”). All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Oxford as of the date hereof, which are subject to change without notice at any time. Oxford does not represent that any opinion or projection will be realized. Neither Oxford nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Oxford Wealth Group, LLC (“Oxford Wealth”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A for Oxford Wealth Group can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by Oxford Wealth Group. We are a financial services firm that utilizes insurance and investment products. Oxford Advisory Group and Oxford Wealth Group, LLC are affiliated yet separate companies. Annuity contracts are made by and for the benefit of the buyer who should bear responsibility for premiums and understand their financial conditions.

The Florida State University, FS Athletics, University of Central Florida, and UCF Athletics, and University of South Florida and USF Athletics are not affiliated with or a client of Oxford Wealth Group LLC. Oxford Wealth has entered into a paid sponsorship with Florida State University Athletics, University of Central Florida Athletics, and University of South Florida Athletics.

Central Florida Favorites awards were received in 2025 based on public voting held by the Orlando Sentinel.  Considerations were based on the timeframe of June 2025.  The Sentinel was not compensated for these awards.

Form CRS  I  ADV 2A

 

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