Who We Are
Financial Guidance Centered on Your Life
Financial planning is personal. Your goals, concerns, responsibilities, and vision for the future are uniquely your own. At Oxford Planning Group, we take the time to understand what matters to you before recommending a course of action.
We help individuals, families, and business owners bring the different parts of their financial lives together. Through a broad range of services, including retirement planning, investment planning, estate planning, and other focus areas, we develop strategies designed around each client’s unique circumstances and priorities.
Our goal is not simply to provide financial recommendations. It is to build an ongoing relationship in which you feel heard, informed, and prepared to make important decisions.
A Coordinated Approach to Financial Planning
Your financial decisions are connected. We help you understand how each piece affects the bigger picture.
Financial decisions rarely exist in isolation.
A change to your investment strategy may affect your retirement income. A Social Security decision may influence portfolio withdrawals and taxes. Estate planning considerations may affect account ownership, beneficiaries, and the legacy you leave behind.
We look at the complete picture and help you understand how these decisions work together. This comprehensive approach allows us to create a living financial plan that can evolve as your life, goals, and financial circumstances change.
What You Can Expect
Personal Attention
We begin by listening carefully and learning what you want your financial resources to accomplish.
Clear Guidance
We explain recommendations in straightforward language so you can make informed decisions.
Coordinated Planning
We consider how your goals align with your investments, retirement plans, estate plans, and education goals.
Ongoing Support
We regularly review your plan and remain available when questions, opportunities, or changes arise.
How We Work
From uncertainty to a clearer financial strategy.
Our planning process is designed to help you move forward with confidence and clarity.
01. Schedule an introductory conversation
We begin with a conversation to get acquainted. We learn about you and you learn about us to determine if our firm may be a good fit.
02. Discuss your goals, concerns, and priorities
Your information and unique circumstances are used to begin building your plan.
03. Gather and review relevant financial information
We'll work with you to ensure we map out a picture of your current information. We then discuss various alternatives to your planning
04. Implement the agreed-upon strategies
After providing a final analysis and summary, we work with you to coordinate and implement your planning strategies.
05. Review and adjust the plan over time
Planning changes & evolves over time. Oxford Planning Group helps helps keep your planning current & works through changes as they occur.
Our Team
Meet the Oxford Planning Group Team
Our team brings experience, care, and a shared commitment to helping clients make thoughtful financial decisions. We work collaboratively so clients benefit from the knowledge and perspective of the entire firm, not just one advisor.
Shaun Eddy
Owner & CEO
Patricia Eddy
Owner & Chief Compliance Officer
Kirsten Calambro
Senior Financial Planner
What our clients achieve