Partnering with You for Your Financial Success
With offices in Cincinnati and Denver, Oxford Financial Partners serves clients across more than 20 states. Our clients range from those who are just starting to think about and plan for retirement to those who are in retirement and want to ensure their funds are sufficient and their long-term wishes intact. No matter where you are in your retirement journey, we can partner with you to help towards making your goals a reality.Contact Us
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The item most homeowners forget on their home improvement project checklist is insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Here is a quick history of the Federal Reserve and an overview of what it does.
What does your home really cost?
Do you know these three personal finance sayings?
Are you ready for retirement? Here are five words you should consider.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.