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Oxfords’s Value Proposition
The resulting organization from our commitment to continued education and industry leadership is one that provides clients with a professional, advisory oriented environment   In essence, our Firm provides several distinct advantages to our clients:

  • Stable Firm history poised for continued success in the future.  Provides peace of mind that knowledgeable advisors will be around now and into the future to help adapt to changing needs and environments.
  • Structured to support long-term commitments with our team approach to case management and structured business continuation plan.  Given that most planning arrangements have a long term time horizon, this helps to ensure professionals will have familiarity with your particular goals and objectives into the future and that the Firm will be around to make sure your heirs are taken care of down the road.
  • Commitment to knowledge.  Allows our Firm to stay on top of changing tax laws and new planning opportunities that evolve over time.  This allows us to recognize potential issues or new possibilities in our clients’ situations.
  • Extensive experience.  Allows our Firm to recognize and avoid many of the common pitfalls in our marketplace as well as understanding the need for flexibility in plan design.  Our Firm knows that personal, business and economic conditions and objectives change over time.  Our experience allows us to adapt a client’s plan to these inevitable changes.
  • Independent access to a wide range of products including numerous proprietary products.  Allows us to utilize the best products in the marketplace without pressure to place business with any one carrier.  At the same time, it allows us to find products with sound pricing fundamentals and carriers with a history of equitable treatment of in force business compared to new business.
  • Commitment to client satisfaction.  Our long-term relationship approach necessitates a different level of service than found with firms specializing in one time transactions.  We are focused on providing the necessary service into the future that is critical to plan success.
  • The power of Paramount Planning Group Provides us with the critical mass needed to get better products, underwriting and service from various carriers.  PPG provides numerous resources including actuarial, research and marketing support.  The conglomeration of the nation’s best financial service professionals allows us to share ideas and best practices to continually improve the products and services we deliver.