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.

Safety

Bonds
US Government Bonds

Investments

Money managers with exit strategies that have proven track records of downside protection

Income

Dividends
Fixed Annuity Non- Variable
Tax Advantaged Bonds
Roth IRA
SEP IRA
Brokerage Account

Growth

OCM uses over 40+ strategies

Call today for a list of top Money Managers we utilize on your behalf.
OCM proprietary managed options team
OCM uses over 40+ strategies only offered through a Registered Financial Advisor

Financial Planning

Total Dollar Coordinated retirement plan
Legacy Plan
Tax Planning
Handicap Persons Planning
Social Security Plan
Debt Reduction Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

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