Oxford Financial Group specializes in assisting families with specific areas of financial and estate planning. We often work in conjunction with other professional advisors including attorneys, accountants, trust officers, insurance, and investment advisors. We believe in the team approach to planning for our clients and welcome affiliations with professionals who specialize in tax, estate, investment, insurance, and retirement planning.
OFG associates have developed certain very specific financial and estate planning strategies for those who are in their 70s and 80s. Some of these strategies allow certain clients to dramatically increase the amount of assets that will be exempt from estate taxation without causing loss of income from those assets. Other strategies are designed to provide guaranteed cash flow to individuals and organizations that is significantly higher than prevailing fixed income rates.