Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

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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:

Wealth Management
Retirement Planning
Customized Portfolios
Long-Term Care Quotes
Capital Preservation
Wealth Transfer
Death Settlement Assistance 

Fixed and Fixed Index Annuities
Social Security Planning
Tax Efficient Strategies
Attorney/Estate Planning Documents
Medicare Solutions
CPA Resources
Small Business Employee Benefits

Income Stream Planning
401(k) or Other Pension Plan Rollovers
Life Insurance Quotes
Risk/Cost Analysis on Investments
Trust Funding
Team Approach

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.

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning


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.

Or give us a call at 623.933.9508