Our mission at Oxford Wealth Advisors is to ...
We create custom solutions through five primary areas:
Income Planning
Retirement income strategies
Annuities
IRA and 401(k) rollovers
Investment Planning
Investments
Wealth management
Tax Planning
Tax-efficient strategies
Roth conversions
Health Care Planning
Long-term care strategies
Life insurance
Legacy Planning
Trusts
Probate
Charitable giving
Estate strategies
Annuities are insurance contracts designed for retirement or other long-term needs. They provide guarantees of principal and credited interest, subject to surrender charges. Annuity guarantees and protections are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
INSTANT DOWNLOAD
Could you weather a market correction?
Get your copy of “Understanding Market Corrections.” This 8-page, easy-to-digest guide explains what a market correction is — and what it might mean for your investments. You’ll learn:
• The difference between a “market correction” and a “bear market” (and why it matters!)
• How a financial professional can help you assess your long-term strategy
• Five things to do during a market correction
Investing involves risk, including the potential loss of principal.
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Upcoming Events
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Maggiano’s Little Italy
Maggiano’s Little Italy
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