What We Offer
At Oxford Retirement & Estate Planning, we believe everyone should be able to live the retirement they’ve always wanted.
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.
The Oxford Retirement Process
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
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.