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. 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.