Divorce the IRS in Retirement: Unlock Your Financial Freedom with BD Oxford Financial's Roth IRA Conversion
Exemption from Required Minimum Distributions (RMDs) Arguably the greatest of the many potent advantages Roth IRAs hold over other retire...
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Financial and Retirement Planning in Templeton, CA
At BD Oxford Financial, we specialize in comprehensive financial planning and retirement planning services. Our expertise includes Index Annuities, ROTH Conversions, Life Insurance, Charitable Planning, Estate Planning, Simplified Rollovers, Managed Accounts, Securities, Investing, and Medicare Supplements.
Plan
With
BDO
30 Years of Proudly Serving
The Central Coast
Local and family operated on the Central Coast
Legacy | Community | Wealth Preservation
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?
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
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.
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
Enjoy the benefits of tax-free conversions with our ROTH Conversion strategy.
ROTH IRA Conversions
Protect your loved ones with tailored life insurance plans. Find the right supplement plans to fit your needs.
Life Insurance and Medicare Supplement Plans
Ensure your legacy with strategic planning.
Charitable & Estate Planning
Seamlessly transition your retirement accounts.
Simplified Rollovers
Safety First. Secure your income with reliable annuity options.
Index Annuities
Diversify your portfolio with low-risk investments.
Market Investments
OUR SERVICES
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