Services
Services
How We Work
Our firm specializes in secure retirement distribution plans as well as proven strategies for your accumulation plan. If you are retired or approaching retirement, please take the time to explore our website and the wealth of information therein. We offer personalized, hands-on service educating our clients about financial concepts and products. Investing, insurance, legacy planning, and preserving wealth does not need to be a mystery.
We understand the many challenges of retirement today and know a significant concern for many is outliving their money. We focus on money management and multiple distribution phase strategies; when you take money out. OCM is with you in person to help you make changes when your goals or needs change.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Shane@oxleycapitalmgmt.com | (856) 938-9617
John@oxleycapitalmgmt.com | (609) 560-2514