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®