Oxford Financial Partners
At Oxford Financial Partners, we seek an ongoing, long-term partnership with you. We believe that your portfolio should be managed in context with your goals and objectives. We take the time to understand your desires and plans for yourself, your family and your friends. When you hire us, you get the full attention and thinking of our entire practice.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
At Oxford Financial Partners, we strive every day to earn your trust, confidence and respect. It is our privilege to help you articulate your financial goals, and then work with you to put financial plans and programs in place to help ensure you are on a path to fulfill those goals.