Our Oklahoma Wealth Management Services
We believe everyone can benefit from Financial Planning! Let one of our Oklahoma investment consultant get you started on your road to long-term wealth management!
The Financial Road Map is a chance for you to put your plans and needs on paper. It offers us a clear understanding of where you are now and where you want to be. We understand that your situation may change after the initial plan is mapped, so we revisit the road map yearly to ensure everyone involved that you are heading in the direction that you want to go.
You will want a written Financial Plan - This goes hand-in-hand with your financial road map. We use the map to lay out your long-term financial plan. It is easier to feel comfortable with your plan when you can see it and it helps you to focus on your long-term goals.
What is our risk tolerance? Are you an aggressive investor who is willing to risk a loss in order to attain a larger gain, or are you uncomfortable with the recent market fluctuations and would feel more comfortable knowing that your money was preserved? We need to know what your comfort level is with investing your money before we do anything. The risk profile is a written questionnaire that challenges you to be upfront and honest about the amount of risk you can tolerate.
We offer a free allocation analysis (including re-balancing recommendations). We recommend a yearly re-balancing of your asset allocations to help your portfolio follow the current trends of the market. Let our Oklahoma CERTIFIED FINANCIAL PLANNER™ (CFP®) work for you.
Quarterly Progress Reports Keep us in Touch With You
Meet with your consultant quarterly, if you choose, to do an in-depth review of your portfolio's progress.
Semi-Annual Asset Structure & Strategy Meeting
Discuss market trends and how they are affecting your portfolio. Learn about new investment strategies that can potentially increase your income and decrease your taxes.
Pro-Active Goal Tracking and Client Contact
We want you to know that we are working hard for you. We monitor your portfolio against your financial goals and contact you when we feel there are changes needed.
Cash and Debt Management
Our professionals offer counseling on cash and debt management and how they relate to your big picture. Your financial health is our job.
Market trends and fluctuations require continuous management of your portfolio's allocations. We watch closely and try to proactively contact you to make any changes necessary.
Financial planning involves tax considerations. We offer smart strategies with the goal of helping you minimize tax obligations.
Pro-active Investment Management
We are registered professionals in the field of investment planning which means a lot of homework on our part. We are educated on market trends and investment strategies designed to best take advantage of current market conditions.
Retirement and Distribution Planning
Maintaining your money throughout your retirement years and having enough to live the life you want is very important to us. We plan for that when we help you set up your retirement distributions. Call today to start your Oklahoma retirement planning today.
Estate Planning Updated Yearly
There are many, many factors that figure into the amount of your estate that you will have to pass to your heirs. Our professionals offer extensive estate planning to take the work off of your shoulders. We are your Oklahoma estate planning professionals.
It is important to your wealth to have all of your professionals coordinated and working together for your benefit. We will work as your personal financial team leader and work closely with your CPA, Attorney, Insurance Specialist, and any other, as needed.
Contact us to schedule your free no-obligation portfolio check-up.