Retirement Planning

Oxford Harriman & Company - Comprehensive, Unbiased Advisory Services for Retirement Planning

Retirement Planning Services from Oxford Harriman & Company

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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
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ANY QUESTIONS?

Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).

Investment and insurance products:Investment and insurance products:Investment and insurance products:
Not insured by FDIC or any Federal Government AgencyMay Lose ValueNot a Deposit of or Guarantee by a Bank or Any Bank Affiliate

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.