What is financial planning?
It’s a step-by-step plan to help you accomplish your life goals. A great financial plan is fluid and follows you throughout your lifetime. This allows you to feel freedom and control over your future and eventually retire to enjoy the rest of your life worry-free when it comes to finances.
Why is working with a fiduciary so important?
When you work with an advisor who is bound to the standards of being a fiduciary, you are assured that you are getting investment advice that is in your best interest. Fiduciaries are required by law to be open and transparent about where your money is being invested and why. Fiduciaries are also bound to report any conflicts of interest should they arise, and must regularly review your accounts and report to you on the status.
Why do I need someone to manage my investments?
We understand what could bring you the optimal income for your money and your life goals. We also help you with making behavioral and emotional choices that could impact your investments. Simply put, our focus is to help your money grow to meet your financial needs, and we use the knowledge we have to make intelligent decisions with your money.
What is Oxford’s philosophy?
We’re client-led, which helps us make better market decisions. We believe that understanding you, your family, and your business means that we have a bigger picture of what wealth means to you. We’re a small firm of fiduciaries that provide outstanding service and a standard of care that is the heart of our firm.
Is there a fee for an initial meeting?
None at all. We’re happy to spend some time with you to see if we’re a good fit for you.