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Financial and Retirement Planning in Templeton, CA

At BD Oxford Financial, we are devoted to comprehensive financial and retirement plan services.

 

Our focus includes principal and income guaranteed products combined with properly allocated investments as a hedge to inflation.

Our team is experienced with the ROTH-IRA Conversion process. We leverage "Other People’s Money" to pay some and in most cases all the conversion tax. With this process our clients end up with higher tax-free account values than they started with, and their future tax bills are successfully reduced or eliminated.

Portrait of Barry Oxford, the owner of BD Oxford Financial, showcasing leadership and trust in financial planning, based in Templeton, CA

Plan

With

Rebecca Oxford from BD Oxford Financial
Justin Oxford and Megan Oxford from BD Oxford Financial

BDO

ROTH IRA Conversions

Enjoy the benefits of tax-free conversions with our ROTH Conversion strategy.

ROTH Conversions icon - tax-free retirement savings, BD Oxford Financial

Life Insurance

Protect your loved ones with tailored life insurance plans.

Life Insurance icon - family protection, secure future, BD Oxford Financial

Charitable & Estate Planning

Ensure your legacy with strategic trust  planning. 

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Simplified Rollovers

Seamlessly transition your retirement accounts.

Simplified Rollovers icon - seamless retirement account transition, BD Oxford Financial

Index Annuities

Safety First. Secure your income with reliable annuity options.

Index Annuities icon - secure income, financial stability, BD Oxford Financial

 Market Investments

Diversify your portfolio with low-risk investments.

Market Investments icon - portfolio diversification, financial growth, BD Oxford Financial
Central Coast California BD Oxford Financial

30 Years of Proudly Serving

The Central Coast

Local and family operated on the Central Coast

 

Legacy | Community | Wealth Preservation

BD Oxford Financial

Our Commitment: Legacy | Community | Wealth Preservation

We believe in a Safety-First Strategy, ensuring principal & income protection in every plan we develop. From Estate Planning to Market-Based Investments, we tailor strategies to meet your unique needs.

Ready to secure your financial future? Schedule a meeting with BD Oxford Financial today. We are conveniently located at 105 South Main Street, Suite 9, Templeton, CA 93465.

The 100 Minus Age Rule? This rule says you should subtract your age from 100, but why?

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If your plans for retirement income that you believe to be true turned out not to be true, when would you want to know?

Guaranteed Income

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Navigating the stock market can be a daunting experience during the best of times! We are here to help create and guide you through this ever changing landscape.

Market Based Investments

Decorative image of a financial bull representing market strength and prosperity, by BD Oxford Financial in Templeton, CA

Check out or new free tool

The BD Oxford ROTH Conversion Calculator

Check out our latest free tool, the BD Oxford ROTH Conversion Calculator! It's not too late to switch to a Roth account. With taxes set to rise in less than two years, seize this opportunity for a tax-free conversion. Don't miss out on optimizing your retirement savings with BD Oxford.

ROTH IRA conversion is simple man at computer overlooking beach BD Oxford Financial
Portrait of Barry Oxford, the owner of BD Oxford Financial, showcasing leadership and trust in financial planning, based in Templeton, CA

ABOUT

Barry

Oxford

Barry Oxford

BD Oxford Financial

CA Insurance Lic. #0A63793

For over thirty years, Barry has had a passion for assisting others with Building and Retaining their Wealth. By working diligently and methodically with his clients, Barry can develop strategies and solutions to help gain peace-of-mind, knowing ones financial future is sustainable.  Barry believes that proper diversification, reasonable goals, coordinated with principal & income protection are among the most important requirements in retirement.

 

Specializing in Wealth Preservation, his goal each day is to help families maintain the wealth they have worked so hard to accumulate and provide an income they will never outlive.  He adheres to a Safety-First Strategy in every plan he develops for his clients.  

 

As a fiduciary, Barry is duty bound to his clients in a fiduciary relationship. He is responsible for the management and protection of their assets. Safety-First is not just a slogan it’s the foundation of everything he does for his client’s.   

 

He believes in taking extra time and providing the care needed to educate clients and help them understand the process and the solutions presented and help them navigate the biggest retirement hurdles with ease. Whether helping with Estate Planning, Managed Accounts, *Private Equities or guaranteed principal & income strategies, he goes above and beyond – to find the best strategy for each client every time. 

 

Barry is happy to travel to meet with clients should traveling to his office in Templeton, CA be an inconvenience.  

 

*Accredited Investors Only: Private Equities Entail Risk. 

 

Non-Market Correlated Investments • Charitable & Estate Planning • Life Insurance • Index Annuities • Simplified Rollover Assistance • Medicare Supplement Plans

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