TOP 30 Estate planning advisor in Templeton, California

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BD Oxford Financial is a finance institution located at 524 South Main Street, Templeton, California, United States. Specializing in services such as Index Annuities, ROTH Conversion, Life Insurance, Charitable & Estate Planning, and Simplified Rollovers, BD Oxford is dedicated to helping clients optimize their retirement savings. With the BD Oxford ROTH Conversion Calculator, clients can take advantage of tax-free conversion opportunities before taxes rise in the near future. Barry, with over thirty years of experience, is passionate about helping clients build and retain their wealth. As a fiduciary, he is committed to managing and protecting his clients' assets with a Safety-First Strategy. Barry believes in proper diversification, reasonable goals, and principal & income protection as key components of a sustainable financial future.