Financial security in retirement may be one of the most complex challenges successful individuals face today. Managing wealth is not just about saving money but protecting legacies, minimizing tax burdens, and ensuring financial confidence for future generations.
In the Southeast, Samuel J. Dixon, co-founder and managing partner of Oxford Advisory Group, has implemented an approach to retirement and wealth planning that is aimed at transforming how affluent clients think about their financial futures.
Samuel Dixon aims to help people retire with intention. A Registered Financial Consultant (RFC) and Certified Financial Fiduciary (CFF), Dixon works towards creating comprehensive and practical strategies.
His focus is on helping clients better achieve their retirement dreams through a well-planned financial strategy. This philosophy is at the center of every service Oxford Advisory Group provides.
A Modern Approach to Wealth
For Dixon, retirement planning is a personal process that requires insight, precision, and foresight. His experience, from passing the Series 65 securities exam to contributing articles to Kiplinger Financial, Newsmax, and The Street, has enabled him to develop an approach for high-net-worth clients across Florida and South Carolina.
The Oxford Retirement Navigation Map is a process created by Oxford. This structured framework aims to help clients move through the complexities of retirement step by step, from tax planning to estate management.
Oxford Advisory Group has also earned recognition as one of the Inc. 5000 fastest-growing private companies in America (2024)*, highlighting the impact of its client-focused model. The firm’s growth reflects a growing demand for strategies that address the changing needs of affluent individuals preparing for retirement in an uncertain economic climate.
The Oxford Advantage: Services That Redefine Financial Planning
Oxford Advisory Group’s services aim to give clients clarity and control over their wealth. Each offering focused on the specific challenges of retirement and estate planning faced by high-net-worth families.
Primary Services Aimed at These Results:
- Tax-Efficient Retirement Planning: Minimize tax exposure while maximizing income in retirement.
- Comprehensive Estate Planning: Protect family wealth and plan for smooth asset transitions.
- Private Wealth Management: Build, manage, and grow portfolios aligned with long-term goals.
- Investment Planning: Create customized strategies based on individual goals and financial situations.
- Tax Preparation and Advisory: Ensure compliance, optimize deductions, and prepare for complex tax scenarios.
Oxford’s tax-focused planning may be beneficial in today’s environment because tax laws are shifting frequently and significantly affecting wealth preservation. The firm’s bestseller, Total Tax-Free, became Amazon’s #1 new release in categories like Personal Taxes and Small Business Taxes**.
Oxford Advisory Group is also a proud sponsor of major Florida athletics programs and a member of the AdventHealth Foundation Central Florida’s Professional Advisory Network.
Why High Net Worth Clients Look to Samuel Dixon and Oxford Advisory Group
Building trust with affluent clients requires not only credentials but also consistency, integrity, and results. Dixon’s standing as an RFC means he has met rigorous standards for ethics and professional knowledge.
Some reasons why clients may choose Samuel Dixon and Oxford Advisory Group include:
- Experience: Dixon’s background in 401(k) planning, IRA planning, and investments nods to a comprehensive approach.
- Client-Centered Philosophy: Each plan is tailored to individual goals and evolving financial circumstances.
- Educational Leadership: Through seminars, articles, and books, Dixon aims to empower clients with knowledge.
- Innovative Tools: The Oxford Retirement Navigation Map focuses on a clear guide for retirement decisions.
- Recognition and Growth: Inc. 5000 recognition reflects the success Oxford has built over time.
The firm’s presence is expanding across Florida and South Carolina, including Orlando, Tampa, Lakeland, Sarasota, and Jacksonville, indicating that high-net-worth clients across the Southeast are increasingly turning to Oxford Advisory Group for guidance.
Conclusion
One could say Samuel J. Dixon’s work is changing what high-net-worth individuals expect from retirement and wealth management. His belief in strategic, tax-focused planning, combined with his emphasis on education, highlights Oxford Advisory Group as a resource. He combines financial knowledge with a commitment to client goals. This is aimed at helping families across the Southeast retire with confidence and purpose.
Affluent clients want more than standard financial advice. Dixon’s forward-thinking approach points the way forward. Retirement, after all, is not just about reaching the finish line. It is also about what happened next. Under Samuel Dixon’s leadership, Oxford Advisory Group is demonstrating how that may be accomplished.
Oxford Wealth Group, LLC (“Oxford Wealth”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A for Oxford Wealth Group can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by Oxford Wealth Group. We are a financial services firm that utilizes insurance and investment products. Oxford Advisory Group and Oxford Wealth Group, LLC are affiliated yet separate companies. Annuity contracts are made by and for the benefit of the buyer who should bear responsibility for premiums and understand their financial conditions.*Inc. 5000 Fastest-growing private companies was awarded to Oxford in 2024 based on revenue for years 2021,2022 and 2023. Oxford has paid for promotional materials.
**Amazon’s #1 Best Seller status was reached on September 6th, 2024 for categories: Financial Risk Management, Personal Taxes, and Small Business Taxes, and the book remained a #1 New Release through September 25th of 2024.
