Financial Planning and Investment Management Services
Investment Management
Investment management is about more than selecting stocks, funds, or other assets. It is about creating a coordinated strategy that reflects your goals, timeline, comfort with risk, and broader financial plan.
Retirement Planning
Retirement planning is not only about reaching a certain account balance. It is about understanding what you want retirement to look like and developing a strategy to support that vision.
Estate Planning
Estate planning is about more than determining who will receive your assets. It is an opportunity to protect the people you care about, communicate your wishes, and help ensure that the financial resources you have built are transferred according to your intentions.
Education Planning
Paying for a child’s or grandchild’s education can be a meaningful financial priority, but it should be considered alongside retirement, taxes, investments, and other long-term needs.
Social Security Strategy
Social Security can play an important role in retirement income, but deciding when to begin benefits is not always straightforward. The right strategy may depend on your age, work history, health, marital status, other income sources, and long-term retirement goals.
Employer Sponsored Retirement Plans
An employer-sponsored retirement plan can be an important tool for supporting employees, attracting talent, and strengthening your organization. It also brings significant responsibilities for business owners, plan trustees, and investment committees.
Investment Management
Investment management is about more than selecting stocks, funds, or other assets. It is about creating a coordinated strategy that reflects your goals, timeline, comfort with risk, and broader financial plan.
Retirement Planning
Retirement planning is not only about reaching a certain account balance. It is about understanding what you want retirement to look like and developing a strategy to support that vision.
Estate Planning
Estate planning is about more than determining who will receive your assets. It is an opportunity to protect the people you care about, communicate your wishes, and help ensure that the financial resources you have built are transferred according to your intentions.
Education Planning
Paying for a child’s or grandchild’s education can be a meaningful financial priority, but it should be considered alongside retirement, taxes, investments, and other long-term needs.
Social Security Strategy
Social Security can play an important role in retirement income, but deciding when to begin benefits is not always straightforward. The right strategy may depend on your age, work history, health, marital status, other income sources, and long-term retirement goals.
Employer Sponsored Retirement Plans
An employer-sponsored retirement plan can be an important tool for supporting employees, attracting talent, and strengthening your organization. It also brings significant responsibilities for business owners, plan trustees, and investment committees.
Knowledge center
FAQs for Our Certified Financial Planner
Visit our comprehensive FAQ library for clear definitions, common planning questions, and straightforward answers—organized to make complex topics easier to understand.
A young adult or recent graduate? Still in the workforce? Retired? A business owner? Scroll down to see our answers for the questions we receive most often from people like you.
Financial planning is a coordinated and ongoing process involving the review of retirement income, investments, insurance, estate concerns, education funding, and tax planning.
Our CFP® professionals evaluate spending, income, Social Security, investments, taxes, other expenses such as healthcare or long-term care, charitable giving and personal goals to determine the best time for you.
Tax preparation looks back at the previous year, while tax planning happens throughout the year to identify opportunities to potentially reduce your tax burden. Strategies may include managing investment gains and losses, maximizing retirement contributions, and taking advantage of eligible deductions. Oxford Planning Group can also coordinate with your accountant to help align your financial and tax strategies.
Your Certified Financial Planner at Oxford Planning Group will work closely with you to review your goals, based on your unique needs and situation. We’ll offer realistic recommendations to help you prioritize your goals and design an overall plan. Our process may include retirement planning, business succession planning, analysis of insurance needs, review of taxes, investment management, education planning, paying off student loans and other financial planning areas specific to your financial planning.