So, what is "Focused on Your Tomorrows " about? Some of the greatest satisfaction I receive from being a financial planner is helping my clients free up their time to enjoy their daily lives. This includes helping them navigate financial decisions as they move toward retirement, grow and exit their businesses, help their children fund college and in helping their parents as they begin to need more help. Life is full of surprises and having Oxford Planning Group in their corner allows our clients to focus on what they enjoy most every day.
At Oxford, we make financial planning a focus and an ongoing process. A good financial plan should not sit on the shelf. We build your investment portfolio around your financial planning needs. We consider your time frames, risk tolerance and money values in building and monitoring the best investment portfolio to meet your goals. At Oxford Planning Group, we help to coordinate with your other professionals. These can include your accountant, your attorney, insurance agents and others that arise from time to time.
In short, we help to simplify the complicated, manage areas where our clients would prefer less involvement and help give back time to our clients so they can enjoy each day. So, who is "Focused on Your Tomorrows"?