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Plan

With

Confidence

Index Annuities | ROTH Conversion | Life Insurance | Charitable & Estate Planning | Simplified Rollovers

With ROTH Conversion we've saved our clients thousands in taxes per year

Barry Oxford from BD Oxford Financial

Plan

With

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

BDO

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.

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

Experience,

Your

Gain

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

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

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

Barry Oxford from BD Oxford Financial

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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