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Financial & Retirement Planning

We believe that our client’s future success begins with a blueprint of their future. Our team takes a holistic approach where we examine our client’s complete financial picture.

Below are the steps in the Financial Planning Process: 

  • Understand the Client's Personal and Financial Circumstances
  • Identify and Select Goals 
  • Analyze the Client's Current Course of Action and Potential Alternative Course(s) of Action
  • Develop the Financial Planning Recommendations
  • Present the Financial Planning Recommendations(s)
  • Implement the Financial Planning Recommendations
  • Monitor Progress and Updating 

Through the Financial Planning Process we will focus on the following areas:

  • Financial Position
  • Protection Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning 

Oxinas Partners will work with local Estate Attorneys, Certified Public Accountants (CPA), and other local professionals to help review your overall financial plan. 

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