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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

DARE TO RETIRE ®

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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!

Request Your
Retirement Review

Fill out the form below, and a member of our team will be in contact with you to complete the scheduling of your complimentary retirement review.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.