Oxford Retirement & Estate Planning Employee Directory
Financial ServicesArizona, United States2-10 Employees
𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁(𝘀) 𝗮𝘁 𝗼𝗻𝗲 𝗼𝗳 𝗼𝘂𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗼𝘂𝗿𝘀𝗲𝘀👇🏻 https://daretoretireu.com/#courses Oxford Retirement & Estate Planning is a 𝙦𝙪𝙖𝙡𝙞𝙩𝙮-𝙙𝙧𝙞𝙫𝙚𝙣 financial solutions firm, 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀 & 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗽𝘂𝗿𝘀𝘂𝗲 & 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝘁𝗵𝗲𝗶𝗿 𝘂𝗹𝘁𝗶𝗺𝗮𝘁𝗲 𝗴𝗼𝗮𝗹𝘀. Being able to find strategies for many of life's needs is our primary focus, whether you are working & saving for retirement or living in it. Our firm has long-standing relationships with a variety of financial companies offering a 𝘄𝗶𝗱𝗲 𝗮𝗿𝗿𝗮𝘆 𝗼𝗳 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 & 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀. This allows us to 𝗱𝗲𝘀𝗶𝗴𝗻 𝗽𝗹𝗮𝗻𝘀 𝙩𝙖𝙞𝙡𝙤𝙧𝙚𝙙 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗻𝗲𝗲𝗱𝘀 & 𝗴𝗼𝗮𝗹𝘀. As independent advisors, we have the ability to choose the companies we feel provide the best services at the best value. We welcome the opportunity to discuss ideas or alternatives with you via telephone or in person. Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Oxford Retirement & Estate Planning 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 Oxford Retirement & Estate Planning are not subject to Investment Adviser requirements. Dare to Retire U offers educational events. Any and all services related to Dare to Retire U are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. 3666670 - 1/26
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