Breathe Easier About Your Finances With oXYGen Financial

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Managing your family finances is something that should be of the utmost importance. But with jobs, kids, mortgages and life in general getting in the way, financial discussions are often left on the back burner. Plus, many people in their 20s, 30s and even 40s ignore their finances and don’t start financial planning until it’s too late.

That’s where oXYGen Financial comes in. Their goal is to help clients of all ages reach financial independence. “Our goal is to help clients relax and breathe easier about finances and breathe easier about life,” said Vice President and Private CFO, Brandon Hayes.

Focusing on X and Y

The vision for oXYGen Financial came about from the realization that there wasn’t a company that “really catered to people who were accumulating assets,” described Hayes. He said that the company co-founders, Ted Jenkin and Kile Lewis, saw that other organizations focused mainly on helping retirees rather than people in the X & Y generations (those born in the late 60’s through the early 90’s).

They wanted to change that and realized they needed to fully understand how to get the younger folks interested in their finances. One of those ways was by having the latest technological adaptability.

“Nobody wants to sit in traffic for an hour and a half to just go and see their financial planner—they want to be in the comfort of their own home,” explained Hayes. The company founders built their model specifically around these generations.

Becoming Financially Independent

Image via oxygenfinancial.net
Image via oxygenfinancial.net

While oXYGen Financial has been in business for nearly 10 years, Hayes says he truly believes that anyone can become financially independent if they work at it. “Our model is much more education-based. We want to have clients have a self-discovery process. We can offer a client above average market return, but if they’re spending more money than they’re making, it doesn’t matter what we’re doing.”

It’s all about being smart about your finances and, to a certain extent, running your family like a business. While the company does cater to the X and Y generations, they do work with clients of all ages. “We help clients redo their lives through a variety of different tools through a monthly cash flow, and evaluating where you’re at financially that will be good for your family to be.”

Why oXYGen Financial?

With so many financial planning companies out there, why choose oXYGen Financial? According to Investopedia, the company website lists that it is ranked the #4 financial advisor in the U.S. Hayes also adds that it’s about making a difference in people’s lives that set them apart.

“We provide unbiased advice on what to consider, and we take the time to invest in our clients. We also have an open door policy for basically anybody. Our firm doesn’t set asset minimums for a reason, and its proven well for us.”

Helping the Consumer

Image via oxygenfinancial.net
Image via oxygenfinancial.net

Hayes says the end goal is to help the consumer. “Our company came about because of the need of consumers, and we want to change the industry. We provide more choices over what a typical management firm can offer, and the more people’s lives we can change, the better.”

Private CFO and Beyond

While Hayes is Vice President of oXYGen Financial, he is also a Private CFO, a title that the company prides itself on. He mentioned that it’s necessary in today’s world to be the CEO of your family’s finances, and a good CEO always needs a reliable CFO by their side.

As the company website states, it has created a new financial advisor model with its Private CFO serving as controller, treasurer and strategist. “We look at a family as a business and see if we could help you grow your net income over time. If so, then we’ve done our job,” replied Hayes.

For more information on how to get started with oXYGen Financial, visit www.oxygenfinancial.net and start breathing easier about your finances.