Are You Financially Independent?
Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
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 mikeo@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.
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.
