Oxford Retirement & Estate Planning

Our goal is to provide you with ideas that improve your situation relative to cost, benefits or values.  We want to be your trusted advisor.

Using creativity and strategic thinking Oxford Retirement & Estate Planning Inc. utilizes our network of long-term business partners to design a plan that is tailored to your financial situation and goals.  We are committed to achieving and maintaining the highest standards of excellence in our relationship with you, our client.


Oxford Retirement & Estate Planning Inc. is a family run business with 5 generations from Arizona.  We are a quality-driven financial solutions firm, helping individuals and businesses pursue and achieve their ultimate goals.

Being able to find solutions for many of life's needs is our primary focus.  Whether you are working and saving for retirement or you are living it.

Our firm has long standing relationships with a variety of financial companies offering a wide array of products and services.  This allows us to design plans tailored to your needs and goals.  As independent brokers we have the ability to choose the companies we feel provide the best services at the best value.  We welcome the opportunity to discuss ideas and alternatives with you, via telephone or in person.

• Retirement Solutions
• Asset Management
• Tax Management Solutions
• Estate Preservation
• Income Planning Solutions
• Wealth Transfer
• Trust / Will & Document Services
• Charitable Plan Designs
• Foundation Asset Management
• Buy/Sell Agreements
• Business Exit Planning
• Employee Benefits Audit
• Business Insurance Audit
• Workmen's Comp Audit