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Oxford Financial - Integrous Investing

Oxford Financial aims to be the action of integrity. This is why our slogan and approach is"Integrous Investing" Click here to learn what makes Oxford Financial different. Experience what it's like to be one of our clients. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our team is available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

Our stated investment philosophy is: “Risk management is paramount to investment success.” Unfortunately, though, many investors take more risk than is necessary to accomplish their goals. My team and I educate clients on products, strategies, and services so that they can confidently make prudent investment decisions. We have compiled a wealth of information in the form of newsletters, articles, and research reports to assist you with your financial planning and frequently update the information on this site. We hope you'll visit us often. Please contact us at your convenience. Clint D. Gharib.

The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award responses from the survey used may not represent the experience of all clients. The rating is not indicative of the wealth manager's future performance.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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There are some key concepts to understand when investing for retirement

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The importance of life insurance, how it works, and how much coverage you need.

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Do you know these three personal finance sayings?

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It's easy to let investments accumulate like old receipts in a junk drawer.

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