Clarity for Your Financial Life — Without Guesswork
Download a free Retirement & Wealth Readiness Audit created by a Raleigh-based fiduciary advisor.
Instant access. No obligation. Educational use only.
Who This Audit Is Designed For
- Professionals within 10 years of retirement
- Individuals with $250,000+ in investable assets
- Those navigating divorce, widowhood, inheritance, or business transitions
- Business owners seeking tax-aware planning
- Anyone wanting clarity beyond "just investments"
Most Retirement Risks Don’t Show Up on a Statement
Many professionals approaching retirement feel “generally on track.” They’ve saved consistently, invested responsibly, and avoided major financial mistakes.
Yet the most damaging retirement risks are rarely obvious.
They come from lack of coordination, not lack of effort.
Income sources that haven’t been tested together
Tax decisions that quietly compound over time
Investment risk that looks acceptable — until withdrawals begin
Healthcare and longevity costs that aren’t modeled realistically
Estate and beneficiary details that don’t align with intentions
The challenge isn’t knowing what you own.
It’s understanding how everything works together — under real-world conditions.
This audit is designed to surface blind spots before they turn into financial stress.
What the Retirement & Wealth Readiness Audit Helps You Evaluate
A 15-question self-assessment designed to reveal gaps, risks, and unanswered questions — before they become costly.
This Retirement Readiness Audit is a structured, self-guided diagnostic created for professionals approaching retirement who want clarity — not guesswork.
Rather than focusing solely on account balances, the audit walks you through five critical pillars of retirement planning that determine long-term confidence and sustainability.
You’ll assess where you stand across:
Retirement Vision & Timeline
How clearly you’ve defined when you want to retire, what retirement looks like, and how lifestyle and location decisions affect costs.
Income & Cash Flow Confidence
Whether you understand where your retirement “paycheck” will come from, how long it may last, and how inflation impacts purchasing power.
Taxes, Withdrawals & Coordination
How different accounts are taxed, the impact of Required Minimum Distributions (RMDs), and how Social Security timing affects overall income.
Risk, Healthcare & Longevity
Your exposure to market downturns early in retirement, Medicare and healthcare cost planning, and the financial impact of living longer than expected.
Planning, Simplicity & Legacy
Estate coordination, account consolidation, ongoing plan reviews, and whether your financial life is becoming simpler — or more complex.
Each question helps you categorize your readiness as:
Confident, Unsure, or Needs Attention — making blind spots immediately visible.
This audit does not provide investment recommendations or specific advice.
It is designed to help you identify areas for discussion and awareness, so future decisions are informed, intentional, and coordinated.
Instant access. No obligation. Educational use only.
About Oxford Investment Group
Oxford Investment Group is a Raleigh-based fiduciary advisory firm focused on helping individuals and families make informed financial decisions — especially during life transitions and retirement planning.
Our approach emphasizes education, transparency, and long-term planning rather than short-term market speculation.
What Happens After You Download
You receive access to the PDF instantly
You review the audit at your own pace
If questions come up, you may request a complimentary strategy call
No obligation. No pressure.
Want Help Interpreting Your Results?
If you’d like to talk through what the audit revealed — or how it applies to your situation — you may schedule a free Wealth & Tax Strategy Call with a fiduciary advisor.
Optional. Availability is limited.