Estate Planning

Derek M. Oxford

CFP®, AEP®

Financial Advisor

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Advisory services offered through CPS Investment Advisors, an SEC-Registered Investment Advisor and is appropriately registered in all states in which it conducts business. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor. All investments involve risks, including loss of principal.

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