Richard Oxford Financial is based in Scottsdale, Arizona, We help people with family and business financial services using investments and insurance!
We start every introductory meeting with a thorough financial needs analysis. We discover your financial goals, and we share the range of financial tools and services available to you.
Together with you, we develop a “client profile.” This is the product of discussions about your personal readiness to take on risk and financial capacity to absorb potential losses. This provides an important basis for your investment strategy.
Depending on how actively you choose to be involved, your portfolio will be structured by our discretionary investment managers or by you in conjunction with our investment consultants.
Richard Oxford is an Investment Advisor Representative with Richard Oxford Financial and affiliated with Dutch Asset Corporation. Richard maintains a close working relationship with his clientele and their families (if appropriate). He believes that thoroughly knowing his clients is the best method of ensuring delivery of the best results for each individual or business.
He is also a Certified College Advisor, with College Funding Solutions, He helps families who are seeking college planning assistance want the peace of mind that comes from dealing with an individual who is truly concerned about the student and their educational goals, and who is knowledgeable about the inner-workings of the overall college planning process.
Our investment and insurance planning firm was founded in 2014 by longtime financial executive Richard Oxford. Our firm is based in north Scottsdale, Arizona, but we serve clients around the state of Arizona as well as across the USA.
We offer a wide array of investment and retirement savings products including individual stocks, 401-K services, life insurance, and annuities. We find that most clients find their best results in Separately Managed Accounts (SMA’s).
At Richard Oxford Financial, we help businesses and families with financial and insurance services using a personalized approach to growing wealth and minimizing your risk.
Most people work hard to grow their investments. There are three phases of Wealth Management – Accumulation, Preservation and Distribution. Regardless of the phase or subphase you are presently going through, Richard Oxford Financial can help you develop and execute a personalized plan that best suits you!
Let Richard Oxford Financial help you form, expand, grow and manage your businesses retirement plan. Our professionally managed programs can expand your investment options and quite possibly your total before tax contribution for you and your employees. Let our tax and retirement planning experts help you manage your success for maximum tax efficiency.
Family protection requires an assessment of your future income and expenses. Our experts can guide as well as ensure you are protected against family income loss, college expenses, mortgage protection, final expenses and even save for retirement. We are also experts in the use of insurance products to leverage retirement savings/income, wealth transfer, spousal income replacement, as well as Long Term Care protection.
In retirement, income is the most important factor. With unlimited income you would not need much in savings. Richard Oxford Financial has several guaranteed income strategies that protect both you and your family might be appropriate for your situation. Read our Blog on Retirement Income Planning!
In retirement, income is the most important factor. With unlimited income, you would not need much in savings. Richard Oxford Financial has several guaranteed income strategies that protect you as well as your family and might be appropriate for your situation. Read our Blog on Retirement Income Planning!
The latest financial news and updates from the office of Richard Oxford Financial