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
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.
Apr
21
Annual Community Shred & Breakfast Day! Rio Rancho, NM
9:00 am
Oxford Wealth Advisors Rio Rancho Office
Oxford Wealth Advisors Rio Rancho Office
Apr
11
4/11 Retiring in Today’s Economy – Santa Fe, NM
6:30 pm
Rio Chama Prime Steakhouse
Rio Chama Prime Steakhouse
Apr
5
4/5 Retiring in Today’s Economy – Santa Fe, NM
6:30 pm
Rio Chama Prime Steakhouse
Rio Chama Prime Steakhouse
Mar
23
3/23 Retiring in Today’s Economy – Farmington, NM
6:30 pm
Red Lobster
Red Lobster
Mar
23
3/23 Retiring in Today’s Economy – Georgetown
6:30 pm
Gumbo’s North in Georgetown
Gumbo’s North in Georgetown
Can’t attend one of these upcoming events?
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