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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Life insurance proceeds are generally tax-free. But not in all cases.
Six overlooked tax deductions to help manage your tax bill.
Bonds may outperform stocks one year only to have stocks rebound the next.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding how capital gains are taxed may help you refine your investment strategies.
Important items to consider when purchasing condo insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.
Smart investors take the time to separate emotion from fact.