A Good Retirement Starts Here

Financial planning customized for your life

Our mission at Oxford Wealth Advisors is to ...

We create custom solutions through five primary areas:

income-planning

Income Planning

Retirement income strategies
Annuities
IRA and 401(k) rollovers

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Investment Planning

Investments
Wealth management

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Tax Planning

Tax-efficient strategies
Roth conversions

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Health Care Planning

Long-term care strategies
Life insurance

legacy-planning

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.

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INSTANT DOWNLOAD

Inflation can be a sign of a healthy economy, but it also could affect your savings.

When planning for retirement, it is crucial to think about the role inflation could play.

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Upcoming Events

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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