SERVICES
SUBSCRIBE
Get our latest wealth managements insights right in your inbox.
OUR SERVICES
Retirement Planning
Oxford Harriman Provides Full-Service Retirement Advisory Consulting.
Oxford Harriman & Company provides comprehensive, unbiased advisory services to our individual and corporate clients by providing full-service advisory consulting for retirement plans and retirement planning needs:
- Make the most of your employer-sponsored retirement plans and IRAs
- Determine how much you need to retire comfortably
- Manage assets before and during retirement
- Develop portfolio withdrawal strategies
- Social Security analysis
- Medicare and private health care planning
- Comprehensive retirement plan review
- Fiduciary education and support to help retirement plan sponsors meet their ERISA obligations
- Perform corporate retirement plan cost and benchmarking analysis to help make sure fees are appropriate
- Vendor review and search for corporate retirement plans including third party administrators
- Employee benefits and pension plan analysis
- Assessment of long-term-care facilities
