Review and research all resources, analytics and intellectual capital to select a portfolio strategy.
Engage your accountants to run year-end tax review. Review client’s taxes and determine proper allocation to minimize tax consequences. Evaluate most tax efficient way to create an income stream for retirees
Coordinate a plan on how to manage debt.
Partner with estate attorneys to ensure all assets are properly titled and up to date.
Assist clients in articulating goals. Access their resources and create a financial plan. Identify any shortcomings, obstacles or future challenges that could alter success.
Review Life Insurance. Review Long Term Care Insurance.
At Oxbow Financial, we see parallels between your journey to financial freedom and the formation of oxbows. As life unfolds and complicates your financial decisions, you may need the advice of an expert along the way to help properly fill and maintain oxbows of wealth for yourself and those who follow you. We are here to help.
We aim to empower clients with the vision and tools to achieve financial freedom while building lasting relationships. We will chart a course—together—to shape a clear financial plan from a broad list of services and strategies that meet the specific needs of your family and business.
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