Helping you meet your financial needs is our FIRST priority

Whether you are getting ready to retire, or already enjoying retirement, our team of professionals can help you determine a strategy that may be appropriate for your financial situation.

Our Strategy

Using creativity and strategic thinking, Oxford Retirement & Estate Planning Inc. utilizes our network of long-term business partners to design a plan that is tailored to your financial situation and goals. We are committed to achieving and maintaining the highest standards of excellence in our relationship with you, our client.

Our goal is to provide you with ideas that improve your situation relative to cost, benefits or values. We want to be your trusted advisor.

Our Firm

Oxford Retirement & Estate Planning Inc. is a family-run business that spans five generations of Arizonans. We are a quality-driven financial solutions firm, helping individuals and businesses pursue and achieve their ultimate goals. Being able to find strategies for many of life's needs is our primary focus, whether you are working and saving for retirement or you are living it. Our firm has long-standing relationships with a variety of financial companies offering a wide array of products and services. This allows us to design plans tailored to your needs and goals. As independent brokers we have the ability to choose the companies we feel provide the best services at the best value. We welcome the opportunity to discuss ideas and alternatives with you via telephone or in person. We want to be your trusted advisor.

Free Retirement Kit

Before you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement.

Enter your name and email address to receive our guide!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Oxford Retirement & Estate Planning, Inc. are not affiliated companies.