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
Seed2Need
Gumbo’s North in Georgetown
Gumbo’s North in Georgetown
CNM Workforce Training Center
Can’t attend one of these upcoming events?
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