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Investments and Programs

Oxley Capital Management specializes in risk management retirement architecture. We grant investors sophisticated investment strategies heretofore unavailable: including 40+ money management strategies with proven exit strategies, a unique proprietary active Options Management Team and a 3-year Forward Tax Planning Strategy.

We don’t think in small pictures. Instead, we engineer portfolios composed of supplementary components intended to create tax efficiency and risk mitigation. Before proceeding forward, consider your investment objectives and current financial needs.

The Retirement Program

Our retirement planning architecture has been developed through 30 years of experience. We create tailored investment plans that adapt and refit when your objectives change. When engineering a plan, we focus on four components.

  1. Tax savings and efficiency through a 3-year Forward Tax Planning Strategy.
  2. Asset allocation optimization, according to the following groups: Safety, Income, Growth, and Aggressive Growth.
  3. Plan for life’s contingencies, such as the death of a spouse, long term care and other specialized needs.
  4. Legacy Plan, including assistance with trusts, wills and medical proxies.

Legacy Planning

It’s great to make money, it’s even better to keep it and ensure it passes through to beneficiaries in the most tax efficient manner. Legacy and estate planning is not only for the rich. We will walk you through the process and work to coordinate your team of tax and legal professionals to help achieve your personal estate goals. This includes aligning your investment strategy with your legacy plan.

This includes:

  1. Setting up living trusts that can save you money while you’re alive.
  2. Use of Specialized Trusts to meet all legacy planning goals.
  3. Coordination of wills, existing trusts, power of attorney, all assets and how they are titled.

Disclosure: Oxley Capital Management, its employees and investment advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate planning attorney or qualified tax advisor regarding your situation.

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