1. 44 COOK ST SUITE 100, DENVER, CO 80206 Oxford Financial Designs, Inc. Registered Investment Advisor A Financial Planning Introduction from Phone 303-524-3068 Fax 720-887-2873 [email_address]
6. Ongoing Planning Process Changes in income, or work status, asset values, tax laws, family situation Needs analysis, retirement cash flow projections, estimate estate settlement costs Strategies to help you meet your goals and objectives In-depth discussion of financial situation, survivor needs, retirement needs, estate planning concerns, goals and expectations Planning Recommendations Profile Analysis & Projections Plan Review
7. The Oxford Investing Philosophy For many people, investing in the financial markets is both complex and intimidating. Investors are often disappointed because their investments fail to achieve desired results. Our approach to investing is based on identifying your needs before any investment decisions are made. This process begins by defining your financial goals. It then considers what level of risk is comfortable for you, and the time frames for meeting those goals. If goals, risk tolerance and time frames are established at the start of an investment program, the likelihood that your investing will help you work toward your goals is greatly enhanced. Today, people are seeking easier, smarter ways to build their assets and achieve their financial dreams. We are committed to providing planning-based financial services to help you reach your objectives.
9. Ongoing Investment Process Performance is reviewed to determine consistency and suitability within the specific models. Selection of securities and/or third party money managers to coordinate with your asset allocation strategy. Selection of appropriate distribution of assets based on your objectives. In-depth discussion of financial situation, time frame, risk tolerance, goals and expectations. Investment Selection Profile Allocation of Assets Portfolio Review