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.
Money managers with exit strategies that have proven track records of downside protection
OCM uses over 40+ strategies
Shane@oxleycapitalmgmt.com | (856) 938-9617
John@oxleycapitalmgmt.com | (609) 560-2514