What Are Retirement Planning Services?

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

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

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

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

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

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

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

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