Meet with Oxford Retirement

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GUIDANCE COUNSELOR

DISCOVER

  • Identify your goals, values, dreams, concerns/challenges
  • Determine risk tolerance
  • Analyze current investment portfolio
ORIENTATION

ANALYZE

  • Presentation of Investment plans
  • Develop asset allocation strategy
  • Portfolio construction
ENROLLMENT

REVITALIZE

  • Transfer existing assets
  • Open new accounts
  • Conduct trades to execute agreed-upon Investment Strategies
GRADUATION DAY

EMPOWER

  • First statements
  • Policy Delivery
  • Organization of paperwork
  • Set-up online account access and review online resources