What We Offer
At Oxford Retirement & Estate Planning, we believe everyone should be able to live the retirement they’ve always wanted. With over 30 years combined service, 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 offer services in these areas:
Long-Term Care Quotes
Death Settlement Assistance
Fixed and Fixed Index Annuities
Social Security Planning
Tax Efficient Strategies
Attorney/Estate Planning Documents
Small Business Employee Benefits
Income Stream Planning
401(k) or Other Pension Plan Rollovers
Life Insurance Quotes
Risk/Cost Analysis on Investments
Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not subject to Investment Advisor requirements.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.