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
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You’ve made investments your whole life. Work with us to help make the most of them.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When you’re married and have children, insurance needs will be different.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are five facts about Social Security that are important to keep in mind.
How long does a $20 bill last?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
Here’s a crash course on saving for college.