Limiting Estate, Gift, & Capital Gain Taxes | Oxford Financial Group, Inc.

801-595-1730

Oxford Financial Group, Inc.

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Oxford Financial Group, Inc.

Office: 801-595-1730

Toll-Free: 800-765-6383

Fax: 801-595-1759

455 East 500 South

Suite 305

Salt Lake City, UT 84111

kdoxey@ofgadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities are services offered, UT, ID, CA, OR, Wa, exclusively through representatives of KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Oxford Financial Group and KMS are separate and unaffiliated. Oxford Financial Group is not a registered broker dealer or investment advisor.

Mr. Kimbail Doxey provides securities products through KMS Financial Services, Inc.

Mr. John Homer provides securities products and investment advisory services through KMS Financial Services, Inc.

Mr. Wayne Gledhill does not provide securities products or investment advisory services.

KMS Financial Services, Inc. is located at 2001 Sixth Avenue. Suite 2801 Seattle, WA 98121-9833 206-441-2885