WHAT IF YOU DARED
Too often, we’ve seen people who have put their dreams and passions on hold.
People who didn’t yet have the courage to take the leap.
Americans who worked and saved, worked and saved, but who couldn’t shake the fear…
The fear of stepping into retirement.
At Oxford Retirement & Estate Planning, we want you to dare to be different than these people.
We want you to…
DARE TO DISCOVER
A NEW WAY
DARE TO
REACH
UNSEEN HEIGHTS
DARE
TO
DREAM
Not quite ready?
DARE TO RETIRE ®
TAKE THE READINESS CHALLENGE
The first step starts with an evaluation. Identify any potential gaps in your retirement readiness by checking off vital elements pertaining to:
INCOME
RISK MANAGEMENT
TAX-EFFICIENT STRATEGIES
MEDICAL & HEALTH CARE
ADVANCED FINANCIAL PLANNING / ESTATE PLANNING
Can you check all 34 with confidence?
Fill out the form below to get your FREE download of the Retirement Readiness Checklist!
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Hopefully you can mark an “X” through all 34 aspects of the Retirement Readiness Checklist. But should anything leave you uncertain, schedule a visit by clicking the button below. We are here to help!
