315 West Edmond Road,
There is an enormous amount of real-life outcomes possible, and that is complicated by the huge selection of investment options and changing regulations. The value of a financial advisor can be found in areas beyond traditional portfolio construction and re-balancing, but the appropriate investment of your assets is a critical part of your overall retirement plan.
Our management of your portfolio will be guided by your investment needs, your risk tolerance level, income tax considerations, your goals and dreams, and your unique time horizon.
This process begins with an in-depth client discussion, or risk questionnaire, designed to answer these questions. Once this information is obtained, we assemble a portfolio using a variety of diverse assets geared toward achieving your goals.
In addition to holding a diverse portfolio of equities and fixed income, further diversification may be achieved by including alternative investments or sectors. These holdings are then monitored and adjusted based on your needs.
Diversification does not guarantee against market loss.
Retirement Workshops, Retirement Webinars, Employee Education
Years of experience have prepared us to guide you through your life transitions.
Cooperative Council for Oklahoma School Administration, Oklahoma Association for Career & Technical Education, United Suburban Schools Association, Organization of Rural Oklahoma Schools, Oklahoma Association of Community Colleges
OK Teacher’s Retirement System: Detailed Analysis of Pension Options, Breakeven Analysis, Final Average Salary, Spousal and Beneficiary Choices, EESIP (Wear Away) & Salary Caps
Fee-based investment advice, Cash Flow Analysis, Portfolio Construction, Third-Party Asset Management, Rollover IRA, Brokerage & Trust Accounts, 403/457b/401a Plans, Employer Contribution Plans, Severance Packages, Superintendent Contracts, Regulations, Income & Legacy Planning, Asset Allocation & Risk Analysis, Electronic Retirement Enrollment, 403b Third-Party Administration
The first step is to answer a 5-minute questionnaire and then we’ll pinpoint your exact Risk Number to guide our decision-making process.
Next, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
Last, we will review your progress toward your financial goals by building a Retirement Map.