Discover many of the opportunities available to help you plan for your financial future.

At Oxford Retirement, we can help you determine a strategy appropriate for your financial situation.


When it comes to creating a retirement income strategy or any wealth plan, really, the choices we have to consider are very diverse. Your family’s ultimate goals should dictate the course of action. We certainly are not all trying to achieve the same results. For example, one family might live very comfortably on $40,000 to $50,000 per year, while their neighbor might be financially pinched on $90,000. Or, one family may focus on passing on an inheritance to their children, while the next might plan to spend it all!

We are dedicated to helping you meet your financial goals, whatever they are. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

At Oxford Retirement, we offer you the following services:

In addition, we can refer you to professionals who provide the following services:

Your insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.

To schedule a time to discuss your financial future, contact us at info@oxfordretirement.com or call us at 866-854-1400 today!

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.

 

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.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company and are not offered by Global Financial Private Capital.

Investment Advisory Services offered through Global Financial Private Capital, LLC. Global Financial Private Capital, LLC, and Oxford Retirement & Estate Planning, Inc. (OREP) are not affiliated companies.