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

06/11/2026

The word “retirement” doesn’t mean the same thing to everyone.

🎤 At our State of the Economy event, Deborah Gardner shared a perspective that resonated with many in the room. When she looked up the definition of retirement, it didn’t match the life she had in mind.

Instead of fading into the background, she chose to stay engaged, active, and intentional about how she spends her time.

It’s a reminder that retirement isn’t about disappearing. It’s about deciding how you want to show up in this next phase of life. 🌅

06/10/2026

“Am I ready for retirement?”

For many retirees and pre-retirees, the most difficult part of retirement planning is figuring out where to begin. That’s where our YouTube channel comes in.

On our channel, you can learn the essentials of retirement planning, from income strategies and tax considerations, Social Security basics and factors to think about as you prepare for your financial future. No jargon. No guesswork. Just practical insights to turn uncertainty into confidence.

Your retirement is a journey... start it well-informed.

📺 Watch now by clicking the link in our bio.

06/09/2026

Do you have a trusted contact on your account? 🧐

It’s something many people haven’t thought about, but it can play an important role.

💬 Dayne Ventrone, Wealth Advisor, explains how a trusted contact works. It’s someone who can be notified if there’s ever concern about your situation, whether that’s due to travel, a health issue, or something that doesn’t seem quite right.

What’s important is that this person doesn’t have control over your account. They can’t make changes or decisions. They’re simply there to be contacted if needed.

It’s a small step that can help create an extra layer of communication and awareness. Reach out to our team for your own fraud prevention checklist. 📝

We’ve heard all kinds of questions: big, small, and the ones you’ve held onto for years. 💬Whatever you’re wondering abou...
06/08/2026

We’ve heard all kinds of questions: big, small, and the ones you’ve held onto for years. 💬

Whatever you’re wondering about retirement planning, we're here to listen and help.

Drop a comment below or send us a DM... let’s chat. 👋

There’s something special about seeing a plan come to life. 💫Joanne and Dan Bateman recently checked in from Kauai, Dare...
06/07/2026

There’s something special about seeing a plan come to life. 💫

Joanne and Dan Bateman recently checked in from Kauai, Dare to Retire® flag in hand, enjoying the kind of experience that once lived in the “someday” category.

Moments like these are a reminder of what retirement planning is really about.

Dan and Joanne, thank you for sharing this with us. Seeing clients out there living fully is what makes all the work behind the scenes feel worthwhile! 🌴

Some milestones deserve extra sunshine... and Puerto Vallarta looks like the perfect place to celebrate! ☀️A big congrat...
06/06/2026

Some milestones deserve extra sunshine... and Puerto Vallarta looks like the perfect place to celebrate! ☀️

A big congratulations to Carl and Tonya on their 25th wedding anniversary and on Tonya’s 65th birthday.

Thank you both for sharing this special snapshot and allowing us to be part of the journey that makes experiences like this possible. Wishing many more adventures, celebrations, and unforgettable sunsets ahead! 🌅

Retirement advice is everywhere... 📣Some of it sounds convincing. Some of it gets repeated so often it starts to feel li...
06/05/2026

Retirement advice is everywhere... 📣

Some of it sounds convincing. Some of it gets repeated so often it starts to feel like fact.

But not all of it holds up.

Retirement planning is personal. It’s about how the different pieces come together to support the life someone wants to live.

If you’ve come across advice that doesn’t quite feel right, it may be worth taking a closer look. Reach out to connect with our team. 💬

06/04/2026

Being named as a successor trustee comes with important responsibilities. 📝

It means being prepared to manage and distribute assets according to the terms of a trust, often during a time when families are already navigating emotional decisions. Without a clear understanding of the role, it can feel overwhelming.

We’re hosting a Successor Trustee course led by Landon Randall at Rio Vista Recreation Center in Peoria. This course will be offered on two dates:
🗓 Wednesday, June 10th from 6–8:30 PM
🗓 Saturday, June 13th from 9 AM–11:30 AM

The goal is to help attendees better understand what to expect and how to approach the role with greater clarity. Select the date that works best and register using the link in our bio.

06/03/2026

There’s a difference between having a plan… and actually understanding it.

That’s where education can make all the difference.💡

Our PREPARE® Complete Retirement Planning Course, led by Dayne Ventrone, is designed to walk through the process in a way that brings everything into focus. This two-part course will be held from 6-9 PM on Wednesdays, June 10th and June 17th at Estrella Mountain Community College.

For $49, the course includes materials, a guided experience, and the opportunity to bring a guest along. It’s a chance to ask questions and build a clearer understanding of what retirement could look like.

📲 Visit the link in our bio to register and attend.

Medicare can feel like a puzzle: different Parts, timelines, and coverage options can make it hard to know where to begi...
06/02/2026

Medicare can feel like a puzzle: different Parts, timelines, and coverage options can make it hard to know where to begin or what decisions matter most. Learning the basics can go a long way.

We’re hosting a Medicare 101 workshop with our friends at Connie Health.
Tuesday, June 9th⎟3 pm
Sun City Learning Center

It’s a chance to better understand Medicare in an educational setting. 🩺

Click the link in the comments to register and attend.

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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