Michael Oxford's Bio
Michael Oxford began his career in the financial service industry in 1980, at the age of 21, working for Mutual of Omaha. Four years later he set out on his own as an independent insurance producer, with his focus on helping retirees. In July 1997, he founded his own firm and is currently the President and Owner of Oxford Retirement & Estate Planning, Inc. (OREP). In 2007 he passed the Series 65 securities exam, and has since added an array of investment options to his repertoire, allowing him the ability to be diversified in all aspects of retirement & income planning.
As an Investment Adviser Representative, Michael seeks out high quality solutions both in the investment markets as well as insurance products. His experience includes wealth & risk management, IRA and income planning, strategic tax planning, long-term care and charitable planning.
Michael puts a strong emphasis on educating retirees and pre-retirees and holds several adult financial workshops at the local community colleges. He offers follow-up complimentary coaching sessions for all who attend. In addition, he offers complimentary consultations to those individuals who have not attended a workshop, but would like a personal one-on-one meeting. Michael’s main objective is to help those who are nearing retirement make informed, educated financial decisions.
Michael lives in Glendale, Arizona with his wife Sherri. They have two beautiful daughters, Brittny and Paige. Their crazy bichon-poodle mix puppy keeps their family entertained. Michael enjoys hiking, relaxing at their family cabin in Prescott, Arizona and salmon fishing in Canada and Alaska every summer. He is very active in the community and previously served as president of the Arizona Cowboy Mounted Shooters Association and on the Grand Canyon chapter of the American Red Cross Board of Directors. He is also an avid supporter of several local charities, one of which is St. Mary’s Food Bank. Since 2011 OREP has collected tens of thousands of pounds of food donations for St. Mary’s as well as orchestrated several volunteer groups to donate their time to work at the food bank alongside Michael and his staff.
We welcome the opportunity to discuss ideas and alternatives with you, by phone or in person. To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact Michael at firstname.lastname@example.org or by calling the offi ce at (623) 933-9508 today!
Investment advisory services offered only by duly registered individuals through AE Wealth
Management, LLC (AEWM). AEWM and Oxford Retirement & Estate Planning, Inc. are not
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.