Oxford Retirement & Estate Planning

Oxford Retirement & Estate Planning Oxford Retirement & Estate Planning is a family-run business that spans five generations. "Link in bio" ⬇️
linktr.ee/oxfordretirement

𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁(𝘀) 𝗮𝘁 𝗼𝗻𝗲 𝗼𝗳 𝗼𝘂𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗼𝘂𝗿𝘀𝗲𝘀👇🏻
https://daretoretireu.com/

See our "𝗟𝗶𝗻𝗸 𝗶𝗻 𝗕𝗶𝗼"➡️ https://linktr.ee/oxfordretirement

At 𝐎𝐱𝐟𝐨𝐫𝐝 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a 𝒘𝒆𝒍𝒍 𝒕𝒉𝒐𝒖𝒈𝒉𝒕-𝒐𝒖𝒕 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒚, using a variety of investments, insurance products, and services, 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐚𝐝𝐝𝐫𝐞𝐬𝐬 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝒏𝒆𝒆𝒅𝒔 𝒂𝒏𝒅 𝒄𝒐𝒏𝒄𝒆𝒓𝒏𝒔. The Oxford Retirement Process offers services in three primary areas:

𝑮𝑹𝑶𝑾 – Prepare for retirement by 𝐩𝐮𝐭𝐭𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐡𝐚𝐫𝐝-𝐞𝐚𝐫𝐧𝐞𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 𝐭𝐨 𝐰𝐨𝐫𝐤. How we do it?
- 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝗰𝗼𝗺𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
- 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- 𝗜𝗥𝗔/𝟰𝟬𝟭(𝗸) 𝗥𝗼𝗹𝗹𝗼𝘃𝗲𝗿𝘀
- 𝗔𝗻𝗻𝘂𝗶𝘁𝗶𝗲𝘀

𝑷𝑹𝑬𝑺𝑬𝑹𝑽𝑬 – Protect the assets that can 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐥𝐢𝐯𝐞 𝐭𝐡𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐢𝐦𝐚𝐠𝐢𝐧𝐞𝐝. How we do it?
- 𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗧𝗮𝘅-𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗖𝗮𝗿𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲

𝑮𝑰𝑽𝑬 – Provide for the 𝐩𝐞𝐨𝐩𝐥𝐞 𝐚𝐧𝐝 𝐜𝐚𝐮𝐬𝐞𝐬 𝐲𝐨𝐮 𝐜𝐚𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭. How do we do it?
- 𝗘𝘀𝘁𝗮𝘁𝗲 & 𝗟𝗲𝗴𝗮𝗰𝘆 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴

This wall keeps getting better. 💙Each frame represents someone in the Dare to Retire® community getting out there and en...
09/26/2026

This wall keeps getting better. 💙

Each frame represents someone in the Dare to Retire® community getting out there and enjoying a moment worth sharing. We love seeing where the flag turns up next, and we're proud to display these adventures.

Maybe your photo will be up there someday!

Learn more about the Dare to Retire® community at https://loom.ly/SEwrtzU.

Retirement can feel like standing at the doorway to something completely new.More freedom. More time. New experiences. A...
09/25/2026

Retirement can feel like standing at the doorway to something completely new.

More freedom. More time. New experiences. And maybe a few questions about what comes next.

Dare to Retire® is about being willing to open that door, look ahead, and imagine what this next stage of life could become.

Because retirement is not just about what you are stepping away from. It is about what you are stepping into.

Open the door to what’s next.

Dare to Retire®.

09/24/2026

Sometimes the more you've built, the more there is to consider.

Major financial decisions don't always exist in isolation. Understanding how one choice may affect another can be an important part of planning for the future.💡

At Oxford Retirement & Estate Planning, we take a coordinated approach built around each client's individual circumstances.

📞 To learn more, call our team at 623-933-9508.

09/23/2026

Turning 59½ doesn't mean you have to make a change to your retirement accounts.

It can, however, be a useful time to learn more about your options.💡

Wealth Advisor Chris Thomas explains why understanding what may be available beyond your employer-sponsored plan can open up a worthwhile planning conversation.

Have questions about your own accounts? Get in touch with our team.

📞 623-933-9508
🌐 https://oxfordretirement.com/

The order in which you draw from retirement accounts can affect your taxable income and how much you may owe in taxes. 📊...
09/23/2026

The order in which you draw from retirement accounts can affect your taxable income and how much you may owe in taxes.

📊 Taking a thoughtful approach to withdrawals can help you make the most of your retirement savings while supporting your long-term financial goals.

A well-planned retirement strategy looks at more than just how much you’ve saved - it considers how and when you use it, too. 📋✨

Take Dare To Retire wherever life takes you. 🌊A little reminder to make room for more adventures, more freedom, and more...
09/23/2026

Take Dare To Retire wherever life takes you. 🌊

A little reminder to make room for more adventures, more freedom, and more of what makes life worth enjoying.

Today we're celebrating Jessica Guevara and another year with Oxford Retirement & Estate Planning! 🎉Since joining our te...
09/22/2026

Today we're celebrating Jessica Guevara and another year with Oxford Retirement & Estate Planning! 🎉

Since joining our team in 2017, Jessica has become someone our clients and team members know they can count on.

Whether she's helping clients navigate important account requests or simply taking the time to answer questions with patience and care, she brings a genuine commitment to every interaction.

Please join us in congratulating Jessica on her work anniversary and thanking her for all she does. Here's to another great year ahead! 🙌

💼 Think you can’t work while receiving Social Security? You can work and receive Social Security benefits at the same ti...
09/21/2026

💼 Think you can’t work while receiving Social Security?

You can work and receive Social Security benefits at the same time. However, if you’re receiving benefits before reaching full retirement age, your earnings may affect the amount of your benefits. 📋

If you're considering claiming Social Security while continuing to work, it's important to understand how those two decisions can work together.

👥 Know someone who is working or thinking about claiming Social Security? Share this post with them!

🎃 SAVE THE DATE 🎃October 23, 2026Our Halloween Cruise is coming back!Every year, this event brings together great costum...
09/21/2026

🎃 SAVE THE DATE 🎃

October 23, 2026

Our Halloween Cruise is coming back!

Every year, this event brings together great costumes, spooky holiday fun, plenty of laughs, and some unforgettable moments on the water.

It's never too early to start planning your Halloween look. 👻

📧 Watch your inbox for your invitation coming soon.

Address

10699 West Bell Road
Sun City, AZ
85351

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 1pm

Telephone

+16239339508

Website

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