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Retirement Form

·Understand why a Financial Plan is important
·Learn why it's so important to work with a Professional Certified Financial Planner (CFP®)
·Understand why investments are the engine that drives your dream retirement

 


You can also contact me directly at 970-375-1291 to set up a no cost initial consultation & find out how we can work together to build your dream retirement.

Stephen Pease CFP®
Investment Advisor Representative
Oxford Wealth Advisors
1150A Main Ave, Durango, CO, 81301

 

 

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

Jim Palumbo is an Investment Advisor Representative, and Steve Pease, Dave Smiley, Scott Rader, and Joe Longoria are Investment Advisor Representatives with Dynamic Wealth Advisors dba Oxford Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.