BD Oxford Financial
BD Oxford Financial, located in Templeton, CA, specializes in comprehensive financial and retirement planning services, focusing on principal and income-guaranteed products along with strategically allocated investments to combat inflation. With over 30 years of experience, their team is dedicated to helping clients achieve peace of mind through tailored strategies that prioritize wealth preservation and principal income protection.
Led by Barry Oxford, a fiduciary committed to his clients' best interests, the firm offers a range of services including ROTH IRA conversions, life insurance planning, charitable estate planning, and simplified rollovers. Their Safety-First Strategy underpins all financial plans, ensuring that clients understand their options and are equipped to navigate retirement challenges effectively.
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