Oxford 360 is our platform for delivering financial planning and investment advice through a collaborative relationship with you. Oxford 360 leverages industry-leading technology, coupled with the human touch of our talented advisors, to help you on your journey to financial success.
Clients subscribing to Oxford 360 enjoy many benefits, including:
- Ongoing advice – Call us anytime for advice on any financial topic!
- Annual review and update of your plan
- Personal Financial Portal - Online portal where you can see your entire financial picture in one place
- Progress reports toward goals – Continually updated in your Personal Financial Portal
- Communications platform - Subscription to our quarterly market updates and monthly financial planning topics, all video-based
- Account access - Both web and mobile app to monitor your accounts
- Budgeting and expense tracking tool - Digitally monitor your credit card and checking accounts to see where your money goes
- Secure online vault - Store important items like your estate documents, tax returns, passports and more.
Oxford 360 consists of two components:
1. The Partnering Process - a systematic approach to delivering personalized financial planning to our clients
2. Power of 5 Investing - Our proprietary investment system