Comprehensive Financial Planning

At oXYGen Financial, the foundation of our approach is knowledge based. We take a comprehensive consultative approach to financial services to help our clients achieve their personal financial goals.* We believe there is a great risk to the client when recommendations are not substantiated or supported with data and information. We follow a disciplined financial planning process as we believe better decisions are made by clients when we bring together our clients personal circumstances and information with solutions based on knowledge and experience.

When a client makes a more informed decision based on sound information they usually have a stronger emotional commitment to see our recommendations through to the finish.

We have developed a practice service model that ensures we follow a specific methodology for successful implementation of our approach and philosophy utilizing five specific steps.

Step one begins with understanding why a prospect came to see us, their circumstances, their goals and expectations, and if their needs are aligned to our skills and capabilities.

Step two is gathering information that adequately reflects their current financial situation.

Step three is spent analyzing the client's information. Between their current information, projected position, and possible alternatives, we will begin to formulate their priorities, strategies, and eventual recommendations.

Step four is a meeting with the client to present our findings and confirm our observations. We review an executive summary of our work to make sure we have addressed our client's concerns, and present conceptual solutions to help them plan to achieve their objectives.* At the end of our meeting we will agree how to best implement the strategies discussed.

Step five is our tracking process. We track our clients personal situation and formally benchmark their progress. We do annual planning with our clients. Our service is world class and we want our clients to know this is a part of our overall process.

(C) 2008 oXYGen Financial | Privacy Policy

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.