Services

Financial Planning and Advice

  • Fee Based Comprehensive Financial Planning
  • Fee Based Business Financial Planning
  • On Line Safety Deposit Box

Investment Strategies

  • Mutual Funds
  • Exchange Traded Funds
  • Unit Investment Trusts 
  • Variable Annuities
  • IRA's and Roth IRA's
  • Common and Preferred Stocks
  • Corporate, Municipal, and Zero Coupon Bonds
  • College Saving Plans and Coverdell Savings Accounts

Business Solutions

  • Total Employee Benefit Solutions (companies 5 to 50 employees)
  • 401(k) Plans
  • SEP, SIMPLE, Pension, Defined Benefit Plans
  • Profit Sharing Plans
  • Group Benefits (Health, Dental, Vision, Life, Disability, and Supplemental Benefits)
  • Executive Bonus Plans

Investment Advisory Third Party Programs On A Fee Basis Through Investacorp Advisory Services, Inc. a SEC Registered Investment Advisory Firm

  • Individually Customized Fee Based Accounts
  • Separately Managed Fee Based Accounts
  • Third Party Actively Managed Mutual Fund Portfolios
  • Hourly or Flat Rate Financial Advice
  • Single Issue Financial Planning
    • Personalized On Line Aggregation System (Assets, Liabilities, and Frequent Reward Programs)

Insurance Strategies

  • Term, Whole Life,  and Universal Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Fixed and Indexed Annuities
  • Second To Die Insurance

Alternative Investment strategies

  • 1031 Exchange Programs
  • Real Estate Investment Trusts

This is just a sample of what oXYGen Financial can do for you!

CLICK HERE To Learn More By Meeting With An oXYGen Financial Private CFO®

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One or more individuals are securities licensed through Investacorp, Inc., a registered broker/dealer, member FINRA and SIPC. Securities business cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Advisory services offered through Investacorp Advisory Services, Inc. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.
© 2011 - All Rights Reserved - Oxygen Financial Inc.