Oxford Retirement & Estate Planning Inc. is a family-run business that spans five generations of Arizonans. We are a quality-driven financial solutions firm, helping individuals and businesses pursue and achieve their ultimate goals. Being able to find strategies for many of life's needs is our primary focus, whether you are working and saving for retirement or you are living it. Our firm has long-standing relationships with a variety of financial companies offering a wide array of products and services. This allows us to design plans tailored to your needs and 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 and alternatives with you via telephone or in person. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Oxford Retirement & Estate Planning, Inc. are not affiliated companies. WMAED and OREP are not endorsed by or affiliated with the Social Security Administration or any governmental agency. These educational workshops are not endorsed by or affiliated with any college. OREP is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. Any references to safety and security generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
