Ideal Client

Since we are truly built as a relationship company, we believe in having an ongoing process with every individual, family, or business owner we work with at oXYGen Financial.

We work with clients in a variety of financial and life situations:

  • Business owners who have a business with 5 to 100 employees. We thrive on working with entrepreneurs and providing employee benefits and personal financial solutions to help them breathe easier® about their life and financial future.
  • Successful individuals who make a good household income and currently have either personal or workplace investments . Our clients range from salespeople and executives to teachers and engineers . Our clients often have busy careers and/or family lives that give them very little time to study the details around the key financial decisions they have to make every day. This group is ideally suited to have a Private CFO®
  • Individuals who want a long-term fee based advisor relationship and/or a comprehensive financial planning relationship. Clients who believe that you are more likely to achieve your goals with a plan are the types of people that we can help irrespective of their income or asset level.

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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.