Comprehensive Wealth Management means combining all the issues and people which affect your current financial position and future goals into one manageable, controllable picture.
At Oxford Retirement, it's more than investing; it's more than estate planning. It's satisfying the dynamic needs of our clients and the world in which they live. Our goal is to get everyone working in the right direction—your direction.
Using a team approach, we can close the gaps between your current status and your future goals, helping you to make wise decisions concerning your wealth.
Statistics show that on average, people enter into the wealth management process five times but generally do nothing.
We feel this can be attributed to two items:
Without a properly assembled team of advisers, contradictory solutions may be given by each individual adviser. While each suggestion may have merit in its own right, it is given from a narrow perspective. This is eliminated by a thorough and comprehensive discovery process that combines input from each team adviser. In this manner, we accomplish and reach clear and complimentary goals.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
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.
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.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Oxford Retirement & Estate Planning, Inc. are not affiliated companies.