It’s that time of year again where everyone is making New Year’s resolutions and setting goals for the year ahead. We all know that many new years resolutions get forgotten very quickly.
At Oxford Planning Group, we are here as your partner to help you achieve your financial goals throughout the year and into the future. We help keep things simple, organized and up to date. As you begin the year, it’s a great time for a “Financial Check Up” or even a “Second Opinion” about your current situation. If you’re a current client, don’t forget to keep us up to date on any changes you have and update us on any new goals. If you are not a client yet and do not work with an advisor, we recommend our “Financial Check Up” service. This will give you an idea of areas you need to be focusing on and possible solutions Oxford Planning may be able to help with. If you are not a client yet, and currently work with an advisor, our “Second Opinion” service gives you a great chance to spot check your current situation and to gauge whether you are headed in the right direction. Either way, we welcome the opportunity to help.
Happy New Year and thank you to our friends, families and clients for all your continued trust in Oxford Planning Group, LLC.
