With our broad range of services, we can provide you with a comprehensive, integrated strategy to help you take the next step. Get briefed on the economic year ahead with experienced commentary from our top money managers. One of the greatest gifts you can give your loved ones is a thoughtful plan that outlines your final wishes and estate.
Services
At Oxford Retirement & Estate Planning, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. In December of 2019, The SECURE Act was signed in to law.
These regularly scheduled complimentary events are our way of saying thank you for your business, your trust, and your confidence in Oxford Retirement & Estate Planning. Spending time with you while supporting local business is always a good idea! It's easy to participate. Call Lexi for details about upcoming monthly events.
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