Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

What We Offer

At Oxford Retirement, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Wealth Management
Retirement Planning
Customized Portfolios
Long-Term Care Quotes
Capital Preservation
Wealth Transfer
Death Settlement Assistance


Protect the assets that can help you live the retirement you’ve always imagined.


Fixed and Fixed Index Annuities
Social Security Planning
Tax Efficient Strategies
Attorney/Estate Planning Documents
Medicare Solutions
CPA Resources
Small Business Employee Benefits


Provide for the people and causes you care about the most.


Income Stream Planning
401(k) or Other Pension Plan Rollovers
Life Insurance Quotes
Risk/Cost Analysis on Investments
Trust Funding
Team Approach

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Investment advisory products and services are through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor, and are marketed under Oxford Retirement & Estate Planning. AEWM does not offer insurance products. The insurance products offered are not subject to Investment Advisor requirements. AEWM and Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not under common control or ownership.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Oxford Retirement & Estate Planning is not affiliated with or endorsed by the U.S. Government or any governmental agency. 

Ready to Take The Next Step?

For more information about any of the products and services listed here, register to attend a workshop by clicking the button below.

Or give us a call at 623.933.9508