Oxford Financial Group, Inc.

Experience Peace of Mind in Your Financial Future

With personalized financial strategies and expert guidance, we help you navigate life’s transitions, build income strategies, and manage your assets with clarity and confidence.

Call us today for a complimentary consultation and plan your financial future with confidence.

(801) 595-1730

Retirement Should be a Time of Peace

Many people feel overwhelmed by financial uncertainty as they approach retirement. It’s natural to worry about unexpected costs, market ups and downs, or the possibility of outliving your savings. For example:

  • Unexpected healthcare costs threaten the savings of a once healthy individual.
  • Just before retirement, a soon-to-be retiree experiences a market downturn.
  • Concerned about outliving their savings, a grandparent fears becoming a burden on family.
  • Rising inflation worries a couple preparing for retirement.
  • A hard-working professional is troubled by increasing taxes.

But you don’t have to face these challenges alone.

We are here to help. Together, we will create a financial plan that adapts to life’s changes, giving you the peace of mind to enjoy your retirement confidently.

RISKS DURING RETIREMENT

Does your current retirement plan
address the consequences of each of these risks?

 

LIQUIDITY RISK

Unexpected costs consume emergency funds and income producing assets causing an ever decreasing standard of living.

EXTENDED CARE RISK

Long-term care costs consume income producing assets and I lose control over where I live and who provides care for me.

MARKET SEQUENCE RISK

The timing of investment losses destroys my income producing assets and causes loss of financial independence.

INFLATION RISK

Increasing costs of living consume more and more income causing an ever decreasing lifestyle as I age.

LEGACY RISK

I will need everything I have to care for me and will have little or nothing with which to help and influence those I love and have supported during my life.

LONGEVITY RISK

I may live longer than my assets last and become a burden upon my family or dependent upon government programs. (This risk multiplies the consequences of all the others.)

Retirement is filled with alarming risks.
We’ve been helping people identify, address, mitigate, and avoid risks
for over 30 years. With our retirement consultation services, we can help you, too!

Concerned about your risks?
Schedule a complimentary visit with us or contact us today.

(801) 595-1730

OUR FIRM

Oxford Financial Group, Inc. is based in Salt Lake City, Utah.
Our team's primary focus is on Retirement Planning and we offer assistance in six areas:

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SUSTAINABLE INCOME
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ASSET GROWTH
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EXTENDED CARE PLANNING
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MEDICARE PLANNING
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401K ROLLOVERS
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SOCIAL SECURITY MAXIMIZATION

OXFORD FINANCIAL GROUP, INC.

We have sought to act in the best interests of our clients long before other advisors were required to. Over 30 years ago, we took the following pledge and applied this standard to all our relationships.

We shall, in the light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, we would apply to ourselves.

Oxford Financial Group specializes in assisting you with financial and retirement planning. We frequently work in a team relationship with other professional advisors including attorneys, accountants, and trust officers.

Meet Our Team

OFFICE LOCATION

Copyright © 2023 · OXFORD FINANCIAL GROUP · 455 East 500 South, Suite 305, Salt Lake City, UT 84111 · (801) 595-1730
Check the background of your financial professional on FINRA's BrokerCheck. John Homer is an Investment Advisory Representative of, and offers Investment Advisory Services through Portside Wealth Group, LLC an SEC Registered Investment Advisor. Portside Wealth Group, LLC and their representatives do not provide tax or legal advice. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080 Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This is not an offer to sell or a solicitation to buy in any state the representative is not securities registered and insurance licensed in. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.