Smart investing doesn't have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
We act in the best interest of our clients first, foremost and always.Learn More
We work with entrepreneurs because we are entrepreneurs.Learn More
Starting the Process
We start with simple conversations to see if we’re a fit for each other.Learn More
Starting the Process
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.Contact Us
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When considering life insurance, it's important to understand your options.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Is your estate in order? This short quiz may help you assess your overall strategy.
Ascertaining the value of your business is important for a variety of reasons.
Read this overview to learn how financial advisors are compensated.
What kind of auto insurance should you have? Do you know?
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Do you know these three personal finance sayings?
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here is a quick history of the Federal Reserve and an overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.