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

09/09/2026

Being named a successor trustee is an important responsibility.

Join Landon Randall, President and Wealth Advisor, for Successor Trustee, an educational course that explains what the role involves and what every trustee should know.

📌 Wednesday, September 16th | 6–8:30 PM
📌 Saturday, September 19th | 9–11:30 AM

📍 Estrella Mountain Community College

Visit https://loom.ly/mbbMWQQ to reserve your seat!

💼 Did you know a will and a trust serve different purposes?Understanding how each one works can help you make informed d...
09/09/2026

💼 Did you know a will and a trust serve different purposes?

Understanding how each one works can help you make informed decisions about your estate and ensure your wishes are carried out. 📋✨ Depending on your situation, having both may provide a more complete plan for managing your assets and protecting what matters most. 🏡💙

Planning ahead today can bring greater confidence for tomorrow. 🤝

09/08/2026

Taxes don't stop when you retire... they simply change.

Join Dayne Ventrone and Chris Thomas, Wealth Advisors, for Taxes in Retirement, an educational course covering key tax topics retirees and pre-retirees should understand.

🗓 Tuesday, September 15 | 6–9 PM
🗓 Saturday, September 19 | 9 AM–Noon

📍 Ottawa University

Visit https://loom.ly/mbbMWQQ to reserve your spot.

💰 Think all retirement accounts are taxed the same way? Not all retirement accounts follow the same tax rules. The type ...
09/07/2026

💰 Think all retirement accounts are taxed the same way?

Not all retirement accounts follow the same tax rules. The type of account you have - and how and when you take money from it - can affect the taxes you may owe. 🧾

Understanding the differences can help you make more informed decisions about your retirement income and avoid unexpected tax surprises.

👥 Know someone approaching retirement? Share this with them!

Every career has a story.Every long day has a purpose.Every chapter of hard work deserves to be celebrated.👏 Wishing eve...
09/07/2026

Every career has a story.

Every long day has a purpose.

Every chapter of hard work deserves to be celebrated.

👏 Wishing everyone a relaxing and well-earned Labor Day from all of us at Oxford Retirement & Estate Planning.

🌊 Good friends, great memories, and a beautiful view.A big shoutout to John, Lisa, Louise, Lisa, and Greg for sharing th...
09/06/2026

🌊 Good friends, great memories, and a beautiful view.

A big shoutout to John, Lisa, Louise, Lisa, and Greg for sharing this photo from Oak Island, North Carolina in their Dare to Retire® gear.

It warms our hearts to see this group making the most of their golden years and enjoying the journey together.

Thank you for sharing your adventure with us! 🙌

09/05/2026

Landon Randall, President and Wealth Advisor, shares one of the simplest steps you can take to help monitor your accounts:

📲 Setting up transaction alerts on your bank and credit card accounts takes just a few minutes, but it can help you spot unexpected activity before it turns into a much bigger issue.

It's an easy feature to overlook because you hope you'll never need it. But having that extra layer of awareness can make all the difference if something doesn't look right.

If you haven't reviewed your account alert settings recently, today might be a good day to take a look. 👀

For many people, retirement becomes a finish line.💭 But maybe it's better thought of as a starting line...After years of...
09/04/2026

For many people, retirement becomes a finish line.

💭 But maybe it's better thought of as a starting line...

After years of building a career and raising a family, retirement is an opportunity to spend more time doing what matters most.

A thoughtful plan isn't just about reaching a number. It's about creating the freedom to enjoy what's next with confidence.

If you're ready to start that conversation, use our link in the comments to get in touch with our team.

Owning a hammer doesn't mean you have a house. 🔨In much the same way, having retirement accounts doesn't necessarily mea...
09/03/2026

Owning a hammer doesn't mean you have a house. 🔨

In much the same way, having retirement accounts doesn't necessarily mean you have a strategy...

A retirement plan connects the dots. It considers where your income may come from, how taxes could affect your withdrawals, when Social Security fits into the picture, and how healthcare costs might influence your long-term strategy.

If you've done a great job saving but aren't sure how all the pieces fit together, it may be time to take a closer look at your overall strategy. 🔍

We're happy to help you start that conversation.

09/02/2026

Not every fraudulent transaction starts with hundreds of dollars... 💸

Sometimes it starts with just a few.

🔍 That's why it's worth taking a look at your account alerts and making sure they'll notify you of even small, unexpected purchases.

Thank you to Myrna Hales for sharing her experience and reminding us that awareness is one of the best tools we have.

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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