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.
Oxford Financial Services
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