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Our Firm

The associates of Oxford Financial Group specializes in assisting families with financial, retirement, and estate planning. We frequently work in a team with other professional advisors including attorneys, accountants, and trust officers.  

OFG associates strive to develop and use specific financial and estate planning strategies to help those who have retired increase their spendable retirement income.  Some insurance products used will ensure that income will increase over time in order to keep ahead of inflation. Others are designed to increase the amount of assets that will be exempt from estate taxation without causing loss of income from those assets.*   


This material is intended to provide general financial education and is not written or intended as tax or legal advice and may not be relied upon for purposes of avoiding any Federal tax penalties.  Individuals are encouraged to seek advice from their own tax or legal counsel.  Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.  This material is for informational purposes only and is not an offer to sell or a solicitation to buy any securities.

Certain associates of Oxford Financial Group, Inc. provide securities products and investment advisory services through KMS Financial Services a broker-dealer. KMS Financial Services, Inc. is located at 2001 Sixth Avenue. Suite 2801 Seattle, WA 98121-9833 206-441-2885 and is a member of FINRA and SIPC. E-mail trade or securities orders will not be accepted or honored by Oxford Financial Group, Inc, KMS Financial Services, or any of our associates.