Oxygen Financial
Oxygen Financial: Your Partner in Employee Benefits and Family Finances
Oxygen Financial is dedicated to helping you manage your employee benefits and family finances with expertise and personalized service. Think of yourself as the CEO of your family finances, and every successful CEO needs a great CFO. That’s where our revolutionary oXYGen Financial Private CFO® comes in.
Who We Are
At Oxygen Financial, we provide comprehensive financial planning and advice packages designed to help you build a leaner budget, a fatter wallet, and a bigger net worth. Our team of experts works closely with you to create customized financial plans that meet your unique needs and goals.
Financial Planning & Advice Packages
We offer three tiers of financial planning and advice packages to suit your specific requirements:
- BASECAMP: Basic Financial Plan
- Get started with a solid foundation for your financial future.
- ASCEND: Comprehensive Financial Plan
- Includes everything in the Basic Financial Plan, plus more in-depth financial strategies.
- SUMMIT: Distribution Financial Plan
- Our most advanced package, including both the Basic and Comprehensive Financial Plans, along with distribution strategies for optimal financial management.
Our Achievements
- Top 10 Financial Advisor: Ranked by Investopedia as one of the top 10 financial advisors in the United States.
- Featured In: Recognized by leading financial publications for our innovative approach and exceptional service.
Why Choose Oxygen Financial?
- Expertise in Employee Benefits: We help businesses design and manage employee benefit programs that attract and retain top talent.
- Personalized Financial Planning: Our Private CFO® service provides tailored financial advice to help you achieve your personal financial goals.
- Trusted Advisor: With a proven track record and recognition from industry leaders, you can trust Oxygen Financial to guide you toward financial success.
Take control of your financial future with Oxygen Financial. Contact us today to learn how we can help you with employee benefits and comprehensive financial planning.
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