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 many years of experience in the financial services industry, 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