IMPORTANT: COVID-19 UPDATE

Together we can slow the spread of the virus and protect each other, our loved ones, and ourselves.

We’re Committed to Doing Our Part
If you are new to Oxford Retirement & Estate Planning, Inc., welcome! Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. We are still scheduling in-person appointments and all necessary precautions are being taken for those meetings

In Office Protocols
All contact points are being disinfected as per standards recommended by the CDC. Our office has been sanitized and will be maintained before and after appointments. Our reception area and meeting rooms have been sanitized and will be maintained as needed.

Unique Opportunities
While health concern is high and needs to be taken seriously, this market brings new financial opportunities. We want to serve our clients as best we can and want to make sure that time sensitive opportunities are not missed.

It’s a great time to open an investment account in our view. We realize our client’s financial and retirement goals don’t stop just because the world is on lock-down.

All 401k Rollovers, investment accounts at Fidelity, and all annuity applications are being processed promptly.

We understand that you are likely facing important retirement and estate planning decisions and keeping up with a rapidly changing financial landscape might be challenging. That’s where we come in. We’re here to help you implement strategies that are designed to balance risk and reward within your personal comfort zone so you can feel confident about your financial future.

Please reach out to us by calling (623) 933-9508. Our office hours are Monday-Thursday 8:00am- 5:00pm and Friday’s 8:00am-1:00pm.

All our best to all of you,
The Oxford Team

Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Oxford Retirement & Estate Planning, Inc. are not affiliated companies. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims paying ability of the issuing insurance carrier. 569260