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roger@gaddisandgaddis.com

The Richest Man in Babylon The Cycle of Investing Events on Wall Street

Understanding Today’s Financial Environment

Welcome, I’m Roger Gaddis, a financial consultant in Ada, OK. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 580-332-4144.

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Saving for College 101

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Universal Life Insurance

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Global vs. International: What’s The Difference?

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to compare the future value of investments with different tax consequences.

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Enter various payment options and determine how long it may take to pay off a credit card.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Using smart management to get more of what you want and free up assets to invest.

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Here are five facts about Social Security that might surprise you.

Surprises

Making the most of surprises is a great reason to work with us.

The Rule of 72

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The Power of Tax-Deferred Growth

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It Was the Best of Times, It Was the Worst of Times

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