Are you really rich? See where you stack up financially.
Life-Changing Financial Results with oXYGen’s
Psychology-Based Approach
FREE E-Books That Will Change Your Financial Life
5 Ways to Talk to Your Spouse About Money
5 Ways to Invest In Digital Assets
5 Ways to Start a Side Hustle
5 Ways to Save Money in Taxes
5 Ways to Save $200 Right Now
5 Ways to Get More Financial Aid
Who We Are
You are the CEO of your family finances. Every successful CEO has a great CFO beside them. Learn more about the revolutionary oXYGen Financial Private CFO®, and how we can help your family build a leaner budget, a fatter wallet, and a bigger net worth.
Background and qualification information is available at FINRA's BrokerCheck website.
What We Do
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Identify and Prioritize Your Financial Goals
Meet your Private CFO® and tell us your financial story
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Gather Fact & Feeling Data
Set up your personal financial dashboard
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Organize Family Team At oXYGen Financial
We put our team of financial experts together to work on your overall plan
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Build Personal Financial Plan
We act as a fiduciary, analyzing your budgets, investments, insurance, taxes, retirement, college education, and estate plan.
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Strategy Session
As your Private CFO®, we will present a multitude of options to help your family achieve financial success
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Develop Implementation Plan
We don't represent any product companies, so we can search the market for the very best options for your future
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World Class Service
There's a reason clients breathe easier® with us - no question is ever too big or too small for us
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Refer Friends, Family, and Co-Workers
The best compliment we could ever receive is a new introduction from you
How We Get Paid
We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.
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1.
SMALL INVESTMENT FOR FINANCIAL PLANNING & ADVICE
and orWe Act As Your Private CFO®.
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2.
THERE IS A COST TO RUN YOUR MONEY
and orDone As A Percentage Of Your Managed Assets. We Do Better When You Do Better.
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3.
INSURANCE PRODUCTS OFFERED SEPARATELY
and orWe Can Handle All Risk Management Scenarios For Your Family.
oXYGen Financial Has Been Featured In..
We Are Ranked By Investopedia As A TOP 10 Financial Advisor In The United States
