Michael began his career in the financial service industry in 1980, at the age of 21, working for Mutual of Omaha. Four years later he set out on his own as an independent insurance producer, with his focus on helping retirees. In July 1997, he founded his own firm and is currently the President and Owner of Oxford Retirement & Estate Planning, Inc. (OREP). In 2007 he passed the Series 65 securities exam, and has since added an array of investment options to his repertoire, allowing him the ability to be diversified in all aspects of retirement & income planning.
As an Investment Adviser Representative, Michael seeks out high quality solutions both in the investment markets as well as insurance products. His experience includes wealth & risk management, IRA and income planning, strategic tax planning, long-term care and charitable planning.
Michael puts a strong emphasis on educating retirees and pre-retirees and holds several adult financial workshops at the local community colleges. He offers follow-up complimentary coaching sessions for all who attend. In addition, he offers complimentary consultations to those individuals who have not attended a workshop, but would like a personal one-on-one meeting. Michael’s main objective is to help those who are nearing retirement make informed, educated financial decisions.
Michael lives in Glendale, Arizona with his wife Sherri. They have two beautiful daughters, Brittny and Paige. Their crazy bichon-poodle mix puppy keeps their family entertained. Michael enjoys hiking, relaxing at their family cabin in Prescott, Arizona and salmon fishing in Canada and Alaska every summer. He is very active in the community and previously served as president of the Arizona Cowboy Mounted Shooters Association and on the Grand Canyon chapter of the American Red Cross Board of Directors. He is also an avid supporter of several local charities, one of which is St. Mary’s Food Bank. Since 2011 OREP has collected tens of thousands of pounds of food donations for St. Mary’s as well as orchestrated several volunteer groups to donate their time to work at the food bank alongside Michael and his staff.
with any questions you may have.
Ottawa University Surprise Campus
15950 N. Civic Center PlazaSurprise AZ 85374
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your timeand effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.
If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.
1940 W. Pinnacle Peak RoadPhoenix, AZ 85027