Personal financial planning and investment advice.
Unexpected costs consume emergency funds and income producing assets causing an ever decreasing standard of living.
Long-term care costs consume income producing assets and I lose control over where I live and who provides care for me.
The timing of investment losses destroys my income producing assets and causes loss of financial independence.
Increasing costs of living consume more and more income causing an ever decreasing lifestyle as I age.
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.
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.)
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.
OXFORD FINANCIAL GROUP
455 East 500 South Suite 305
Salt Lake City, UT 84111
Copyright © 2021 · OXFORD FINANCIAL GROUP, Salt Lake City, Utah.
Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and Investment Advisory Services offered through DFPG Investments, LLC., an SEC registered investment advisor. Member FINRA/SIPC. Insurance offered through Oxford Financial Group, Inc. All named entities are unaffiliated.