Financial Planning
You’ve Come To The Right Place.
Its more than just allocating resources. Its about understanding your family’s specific financial objectives.
Too many financial planning firms overlook the importance of risk management. From estate planning to life, disability, and long-term care insurance, Oxenham Financial examines everything when planning for your family’s financial future.
Tailored For You
We carefully consider your financial goals and the many avenues available to help you work toward them, including:
- Retirement plans
- College planning
- Risk management
- Portfolio allocation
- Estate planning
- Maximizing tax benefits
- General wealth goals
- Business financial planning
We Can Help You Improve Your Family’s Financial Wellness
Whether your goals include early retirement or sending your children to college, Oxenham Financial can create comprehensive financial plans that cover all your goals and/or targeted plans to work towards a single specific objective.
The Oxenham Way
At Oxenham Financial, every customized financial plan starts with building a relationship and gaining a full understanding of your unique situation.
We don’t simply check a box for “conservative” or “aggressive” risk tolerance. We develop a true understanding of your current financial health, wellness, and risk tolerance.
From there, we build your plan based on a complete quantitative analysis of your personal assets, investment assets, real estate, and other interests.
Using future value calculations, based on allocations, projected inflation losses, and projected household expenses, we create a long-term plan designed to preserve and manage your assets over a lifetime.
Investing includes risks, including fluctuating prices and loss of principal. No strategy assures success or protects against loss.