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Learn important variables to consider as you create a sound retirement income strategy for the days ahead.
We are a quality-driven financial solutions firm, helping individuals and businesses pursue and achieve their ultimate financial goals. Being able to find solutions for many of life's needs is our primary focus.

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About Michael Oxford

Since 1997, Oxford Retirement & Estate Planning Inc. has been working with friends and neighbors throughout the greater Phoenix metropolitan area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With Oxford Retirement & Estate Planning Inc., helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us at info@oxfordretirement.com or call us at (623) 933-9508 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

 


Mike Oxford

Founder, Wealth Advisor

Michael has over 30 years’ experience in the insurance and annuity industry. His areas of focus are wealth management, risk management, IRA planning, income planning, strategic tax planning, charitable planning, long-term care and income planning.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not affiliated companies.

Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning (OREP). OREP is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by OREP are not subject to Investment Advisor requirements. AEWM and OREP are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 1404551 - 10/22