Oxford Planning Group was founded by Shaun Eddy, a Certified Financial Planner Practitioner ™ (CFP®), who brings over 25 years of experience to serving the needs of individuals and businesses in their retirement planning and investment needs. At Oxford Planning Group we seek to listen to and understand the unique needs of our clients. After gaining an understanding of our client's goals and concerns we then develop an individualized strategy and implementation plan. Oxford Planning is there along the way to provide guidance and monitoring to help ensure a successful outcome.
Our mission is to build lasting relationships with our clients, improving their lives measurably by helping them become good stewards of their financial resources. Along the way, our goal is to provide peace of mind to our clients through trust, thoroughness, and transparency.
From the outset, we have prided ourselves on our commitment to serving our clients’ best interests. This is reflected not only in the strength of our lasting client relationships but also in our commitment to the fiduciary standards of both the CFP® and AIF® designations. You can be assured that we are always acting in your best interests based on your personal financial goals.
Working with you on a highly personal basis, our team will help you formulate a financial plan to achieve your goals, care for your family, and establish yourself as a good steward of your personal resources. Leveraging our multi-disciplinary backgrounds in law, taxation, and financial planning, we analyze your cash flow, your net worth, and your tax picture. We examine your insurance needs and offer college financing solutions for your children. We help you design a comprehensive plan so that you can meet life’s challenges: whether it’s funding a child’s education, retiring in a lifestyle that you’ll enjoy, or passing your wealth to your loved ones.