Are you financially ready for retirement?


With our broad range of services, we can provide you with a comprehensive, integrated strategy to help you take the next step.

 

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Oxford Retirement

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our workshops to see how we can help you with your retirement plan.

Get Started With the

Oxford Retirement Process

Discuss

We will discuss your financial GOALS.

Develop

We will develop a CUSTOM retirement strategy for you.

Execute

We will EXECUTE your strategy — and monitor your plan as your needs change.

end of life

A Proactive Approach to End-of-Life Planning

One of the greatest gifts you can give your loved ones is a thoughtful plan that outlines your final wishes and estate. Use our handy 20-page booklet “Your Guide to What’s Next: Providing the Guidance and Resources You Need to Simplify Decision-Making During Times of Grief” to describe your:

  • Personal finances and investments
  • Preferences for funeral or memorial arrangements
  • Notable life experiences and last wishes

Your Home for End-of-Life Financial Coaching

We help surviving heirs develop income replacement strategies and financial plans. Let us help you with this financial transition.
Successfully leave a legacy to your loved ones. Call 623.933.9508 today.

What's your

risk number?

risk-25
risk-35
risk-45
risk-55
risk-65
risk-75

Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Riskalyze tool!

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Attend a workshop today!

Get the information that can help you live a confident retirement.

2020

State of the Economy