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Call: (801) 595-1730
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Personal financial planning and investment advice.
UNCERTAIN
about your Financial Future?
We’re here to help you create a secure Retirement.
We’re here to help you create a secure retirement.
OUR FOCUS
To learn more about you,
UNDERSTAND YOUR NEEDS, WANTS, AND CONCERNS
and help you accomplish your dreams.
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.
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:
SUSTAINABLE INCOME
ASSET GROWTH
EXTENDED CARE PLANNING
MEDICARE PLANNING
401K ROLLOVERS
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.
OFFICE LOCATION
CALL: (801) 595-1730
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.
Oxford Financial Group is a branch office of DFPG Investments, LLC. Investment Advisory Services offered through TownSquare Capital LLC, an SEC registered investment advisor. Securities offered through DFPG Investments, LLC. Member FINRA/SIPC. All named entities are unaffiliated. TownSquare and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance. 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.
The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.