Oxford Advisory Group

Strategic Partner with BM&M Logo Bogin, Munns & Munns, P.A.

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Retirement System

Many find out that retirement is much more complex than ever imagined. The old ways of the past simply don’t work well anymore. Challenges and problems will arise in retirement and unless planned for ahead of time with a solid plan with contingencies, these problems can turn into financial devastation. Oxford advisors create customized plans that solve these problems before they arise.

Retirement System Process
  • WILL MY INCOME LAST?

    One major concern for retirees is whether or not current assets will be able to last the financial storms that occur.

  • HOW CAN I REDUCE TAXES?

    Taxes in retirement especially can be crippling. Tax brackets can even increase due to factors such as RMDs.

  • HOW CAN I PROTECT MY ASSETS?

    Market volatility can devastate a financial plan and leave one with stress and uncertainty. This doesn’t always have to be the case.

  • MAXIMIZE MY SOCIAL SECURITY

    Many are not aware that more social security benefit can be obtained using specific strategies. One more dollar from SS means one less from retirement savings.

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