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Strategies for Financial Independence

It is important to feel you have control over your future. At Oxford Retirement & Estate Planning, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no obligation introductory meeting! Call us at (623) 933-9508 or connect with us online at mikeo@oxfordretirement.com.

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Contact Us Today!

Phone: (623) 933-9508

Fax: (623) 933-5213

Email: mikeo@oxfordretirement.com

Address:
10699 West Bell Road
Sun City, AZ 85351

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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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