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Retirement Planning

It is generally acknowledged that having a financially secure retirement is a top priority. In all likelihood, however, there will be financial headwinds to overcome to make this a reality. These headwinds most likely include healthcare costs that continue to escalate, food costs that continue to rise, housing costs that annually show upturns, transportation costs that seemingly never level off, and a myriad of other costs that show upticks.

How can you avoid the pitfalls that can lead to running out of money during retirement?

Our benefit to you is to seek to remove as much uncertainty as possible when it comes to your income and expenses. At Oracle Financial Group, we seek to develop a plan that shows the amount of money you will need to invest during pre-retirement (this includes Baby Boomers, Generations X, Y, and Millennials) to avoid running out of money during retirement. As part of our pre-retirement analysis we will help you navigate the maze of Social Security options and recommend the one that is most beneficial. Or, if you are retired, we seek to create a plan that acts as an alert mechanism that makes you aware of any possible impediment to a financially secure retirement and recommend ways to overcome any roadblock.

We develop these analyses that can be integrated into the process of providing advice on your 401 (k) or 403(b) investments and assisting you in managing your Traditional or Roth IRAs and rollover IRAs.
Oracle Financial Group, Inc. (“Oracle”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oracle in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oracle, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Oracle Financial Group, Inc. - 215.546.2933 - dongudhus@oraclefinancialgroup.com
Copyright © 2015
  • About Us
  • Commitment
  • Philosophy
  • Biography
  • Practice Areas
    • Investment Strategy
    • Retirement Planning
    • Tax Preparation
    • Insurance
  • Privacy Policy
  • Account Access
  • Contact Us