Services include Portfolio Management, Retirement Planning, and Customized Income Strategies.
AREAS OF PRACTICE
PLANNING
Whether you are working towards retirement, building your legacy, or desire to travel around the world, it is important to have a plan. We have an established process for helping you reach your financial and life goals that starts with understanding what is important to you. We create a customized strategy and investment lineup for every single client.
INVESTMENT SELECTION
The world of investing is ever growing and evolving, and we’re not just talking about current trends. With the consistent introduction of varying strategies and products, the opportunity for profit grows, but so does the complexity. That’s where we come in.
EVENT-DRIVEN INVESTING
World and economic stability is constantly in flux. As investors, we must adapt quickly. Roxbury Financial strives to anticipate these changes so you can leverage these opportunities in order to potentially reach your financial goals faster.
SUDDEN WEALTH
Clients who receive a life-changing amount of money tend to pass through different emotional stages. Whether you have received an inheritance, won the lottery, or settled a law-suit, we have experience helping you navigate the decisions and focus on the long-term.
INTERNET & TECHNOLOGY
The internet, software, and technology are so pervasive that we can’t remember having ever lived without them. Human creativity is constantly creating new technologies and areas of investment. It is our job to go out and find those companies that will be the leaders of the next generation.
SOCIAL SECURITY
When it comes to collecting social security, you have options. Choosing when to take your benefit should not be done in a vacuum. Whether you want to maximize your benefit or start collecting as soon as possible, we help you better understand your choices in order for you to make a more informed decision.
Tax Planning
We pay attention to the taxable impact of investing and can help with the following strategies:
Taxable gain and loss harvesting
Charitable gifting strategies
Roth IRA conversions
Gifting
Inheritance
and many more!