Retirement, Tax, and Estate Planning in Venice, FL

Oxford Advisory Group’s Venice office is at 4130 Woodmere Park Blvd, Suite 10, Venice, FL 34293. We work with retirees, people preparing for retirement, and business owners who want to understand how their income, taxes, investments, and estate plans fit together.

Every situation is different. Our goal is to help you understand your options so you can make informed decisions about the next stage of your financial life.

Services Available Through Our Venice Office

• Retirement planning – Income planning, tax planning, investment management, risk management, and legacy planning brought together in one retirement plan.
• Retirement income strategies – Looking at how Social Security, pensions, and investments may work together to support income in retirement, including when to claim Social Security.
• Retirement withdrawal strategies – Reviewing the order and timing of withdrawals from your accounts, including required minimum distributions.
• Tax preparation and advice – Tax preparation guidance and tax-efficient withdrawal strategies, so tax considerations are part of your retirement decisions.
• Wealth management – An ongoing, coordinated approach to your investments, taxes, and estate goals.
• Investment planning – Identifying your financial goals and laying out a pathway toward them, starting with your current financial situation.
• IRA and 401(k) planning – Questions about IRAs, 401(k) plans, and rollovers when you change jobs or retire.
• Estate planning – Taking inventory of your estate and working alongside your estate attorney, or recommending one, as you put a plan in place.

See all of our financial services or learn about our Registered Financial Consultants.

Retirement Planning for South Sarasota County

The Venice office is at 4130 Woodmere Park Blvd, Suite 10, in South Sarasota County. Retirees in South Venice, Nokomis, Osprey, North Port, and Englewood may find it closer than driving into downtown Sarasota.

Steady income from savings

Many Venice-area households are fully retired and want income that holds up over a long retirement. Balancing Social Security, pensions, and IRA withdrawals can help, and the right balance may shift as markets, health, and spending change. Reviewing the plan each year could make it easier to adjust.

RMDs and Medicare premiums

Required minimum distributions add to taxable income, and higher income can raise Medicare Part B and Part D premiums through income-related adjustments based on your tax return from two years earlier. Planning withdrawals and charitable gifts with that in mind may help smooth out costs.

When one spouse passes away

A surviving spouse often moves from joint to single tax filing after the year of death, which can push the same income into a higher bracket. One Social Security check typically stops as well. Talking through survivor income, beneficiary forms, and account titles ahead of time may make a difficult transition more manageable.

Part-year residents

If you spend winters in Venice and summers elsewhere, where you are considered domiciled can affect state taxes in your other state. Florida has no state personal income tax, but your former state may have its own rules, so a tax professional can help clarify them. Bringing recent account statements and tax returns to a first meeting may make the conversation more productive.

Communities near our Venice office

• South Venice
• Nokomis
• Osprey
• North Port
• Englewood

Related services

• Retirement planning
• Retirement income strategies
• Retirement withdrawal strategies
• Tax preparation and tax planning
• IRA and 401(k) guidance
• Estate planning
• Long-term care planning

Further reading

• RMDs, Tax Changes and Roth Conversions Every Florida Retiree Should Know
• Social Security Benefits in 2026: Claiming Strategies to Consider
• Charitable Giving Strategies for Retirees

Nearest sister office: Oxford Advisory Group Sarasota. See all Florida office locations.