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.
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.