Question 1

What services does the company offer?

Accepted Answer

The company helps create retirement income strategies for people in or nearing retirement to ensure their retirement income lasts as long as they do. They offer a range of services including goal and risk assessment, investment portfolio analysis, asset allocation strategy development, and account management.

Question 2

What type of educational resources are available?

Accepted Answer

The company offers free workshops and guides to help people prepare for retirement. Topics covered include safeguarding retirement in uncertain times, as well as steps to protect well-being, cash flow, and assets.

Question 3

How can I assess the risk of my investment portfolio?

Accepted Answer

The company provides a complimentary portfolio risk analysis using their Nitrogen tool, which can help determine if your portfolio has too much or not enough risk, enabling you to make appropriate investment choices.

Question 4

How can I get in touch with the company?

Accepted Answer

Clients can reach the company directly at

Question 5

What client support and resources are available?

Accepted Answer

The company offers online account access and review, as well as organization of paperwork and policy delivery. They also host client appreciation events and have a referral program for clients to recommend the company to friends.

Oxford Retirement & Estate Planning

Company Overview

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About Oxford Retirement & Estate Planning

Frequently Asked Questions about Oxford Retirement & Estate Planning

What services does the company offer?

What type of educational resources are available?

How can I assess the risk of my investment portfolio?

How can I get in touch with the company?

What client support and resources are available?

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