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With retirees living longer, more active lives, it’s essential for your retirement plan to work for you. You deserve to enjoy the life you’ve envisioned while also mitigating risks that could make your nest egg vulnerable. At Saxon Financial Group, our retirement planning financial advisor team helps pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

When you work with us, we talk about what you need and want your money to do for you. We use our expertise to assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

Our financial advisor retirement planning services ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Our Services

Retirement Planning

Social Security Optimization

Estate & Legacy Planning

Healthcare Planning

Why Choose Us?

At Saxon Financial Group, we are available to you during any part of this process. We take the responsibilities off your plate and implement the plan for you. As things change, we manage your plan and adjust to keep you on track towards your goals. Our retirement planning financial advisor team keeps open communication with our clients so that you feel confident and secure in your plan. Contact us today to start your retirement planning process. 

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