Financial Services

One stop. Many options.

Financial planning should create excitement, not concern. Yet for many, that’s not necessarily the case.

For example, according to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are concerned about economic conditions affecting their ability to have a secure retirement.2

That’s where we come in.

We use a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, goals, and needs we help you decide which types of products and services fit within your financial strategy.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2The National Institute on Retirement Security. February 2017. “Retirement Security 2017: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis and Solutions.”

Oxford Retirement Advisors Services

Retirement Income Strategies

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Wealth Management & Investments

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Asset Protection

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Life Insurance

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Tax-Efficient Strategies

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Long-Term Care Strategies

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IRA & 401(k) Rollovers

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IRA Legacy Planning

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We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning


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