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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 info@oxfordretirement.com..

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Contact Us Today!

Phone: (623) 933-9508

Fax: (623) 933-5213

Email: info@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.

CUSTOM FIT STRATEGIES

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unique financial approach

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

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. 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.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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. 2106857 - 12/23