Erik J. Christman

Managing Partner, Oxford Financial Partners

Erik is managing partner of Oxford Financial Partners, the premier fee-based wealth management firm. He is the creator of Power of 5 Investing®, a unique system for helping clients achieve retirement success. Erik has appeared in multiple national publications, including Money and Forbes. He has been repeatedly listed as a “Five Star Wealth Advisor” in Cincinnati Magazine. He received his MBA in Finance from Indiana University, and completed his undergraduate studies at Miami University with dual majors in Finance and Accountancy. His two decades of professional experience have included key roles for leading companies, including Procter & Gamble, Deloitte & Touche and the Western & Southern Financial Group. He is a former President of the Financial Planning Association of Greater Cincinnati and has served on the local board of the Miami University Alumni Association. Erik was selected to the prestigious C-Change program, sponsored by the Cincinnati USA Regional Chamber, a program dedicated to improving the image and quality of life in Cincinnati.

Power of 5 Investing

Publication Date: July 2015

Retirement is coming. Will you be ready? Investing for retirement is hard enough. Investing during retirement is much more complex. Power of 5 Investing® will give you the clear, effective guidance you need to ready your portfolio for retirement. Power of 5 Investing® will introduce you to five powerful principles:

• Follow the five steps of investing
• Live on five percent
• Set aside five years for stability
• Stick to the five percent limit
• Heed the five words of wisdom

Today’s retirees know that successful retirement investing requires a plan. More importantly, it requires the discipline to stay on track no matter the market climate. By following the five timeless principles outlined in Power of 5 Investing®, you can tap into the power of the markets to ignite your retirement portfolio. Start confidently charting your own course toward retirement success today!

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