Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
In response to COVID-19, our office has halted, if not greatly reduced our in-office appointments. 99% of appointments have been and will continue to be held via Zoom or phone call until the pandemic has slowed. Our staff is working on a 2-day rotation to reduce the exposure within our office and everyone inside our office has their temperature checked before entering the building. Once appointments resume, we have masks and hand sanitizer available in an effort to keep everyone healthy and safe.
Oxford Wealth's focus is to assist our clients in achieving financial security and freedom through education. Our goal is that our process will help those we serve enjoy the retirement they have worked so hard preparing for their entire lives.
Are you exposing yourself to too much risk? Click the "Free Portfolio Risk Analysis" button below to calculate your risk tolerance and compare to where you are currently positioned.
You don't know what you don't know... until someone points it out to you!
Retirement Planning involves many different cogs and wheels, make sure you have a financial dream team working for you.