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What Are Retirement Planning Services?

oxfordadvisorygroup.com/retirement-planning-services/ - Retirement planning services help people set their financial goals and identify the risks they need to be ready for in the future. For more information about any of the products and services Oxford Advisory Group offer, schedule a meeting today or register to attend a seminar.

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What Are Retirement Planning Services?

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  1. Retirement companies offer various retirement planning services that can be modified to accommodate your financial situation and goals.

  2. A certified retirement financial advisor protects and maximizes your financial position through income and tax planning, Investment management, risk management, and more.

  3. A certified retirement planner can perform a number of income and tax planning tasks, including: • Determine tax-savings strategies • Develop a strategy to maximize • Social Security • Perform a complete expense • analysis • Perform a Jobs Act and Tax • Cut analysis • Determine funds required for • necessary and discretionary • expenses

  4. Retirement financial advisors understand the ins and outs of the investment world. They can help you with the following: • Track financials daily to address any unexpected • Develop and implement a strategy for retirees called “Progress and Protect” • Assess risk alignment to pinpoint levels of risk • Prevent hidden fees through an investment expense analysis

  5. A retirement planning advisor can help you with balancing the risks that come with retirement planning through the following: • A complete audit of insurance policies (auto, home, liability) through a vetted and trusted third-party • Analysis of long-term care and life insurance needs • Analysis of Medicare needs and premiums

  6. An experienced retirement advisor can help you with legacy and estate planning with the following services: • Assessment of goals and • Review of vital documents (Wills, Trusts, AMD, POA) • Estate and gift strategies to maximize the value of the legacy • Yearly review of beneficiary designations and account titling

  7. Retirement planning through a registered retirement consultant and planner enables you to live more spontaneously, establish a strong legacy, and prepare for unexpected events.

  8. For more information about any of the products and services Oxford Advisory Group offer, schedule a meeting today or register to attend a seminar. Contact Us: Oxford Advisory Group 111 N. Orange Ave., Suite 775 Orlando, FL 32801 Phone: 407-329-6456 Email ID: info@oxfordadvisorygroup.com

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