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TULSA OK FINANCIAL PLANNER

A LIFE CENTERED APPROACH

Tulsa OK Financial Planner – Our purpose is to help you achieve the best life possible with the money you have. We will work in partnership with you, putting your life at the center of our conversations. We will take time to understand YOU, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, we strive to provide you with a better Return on Life not just a better return on your investments.

ORGANIZATION

We will help you get your financial house in order and help keep it that way. We will help provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning.

ACCOUNTABILITY

We help you follow through on your commitments by working with you
to prioritize your goals, show you the steps you can take and regularly review
your progress towards achieving them.

OBJECTIVITY

We provide insight to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.

PROACTIVITY

We work with you to anticipate your life transitions and to be financially
prepared for them by regularly assessing what is coming and creating the
action plan to address and manage these transitions ahead of time.

KNOWLEDGE

We explore the specific knowledge needed for you to succeed by first
thoroughly understanding your situation, then providing the resources to
help with your decision making. We explain the options and explore the
risks associated with each choice.


Our Services

Life Centered Planning – Because your life continues to change and evolve,  we choose to only work with a small number of clients, to provide individualized and in depth, ongoing life centered planning.  This allows us to provide a higher level of service that we believe our clients want and deserve.

Financial Planning – Only after learning what is most important to you in your life, we help you create a financial plan to manage your wealth to provide the life that you want for you and your family.  Providing peace of mind that you will not run out of money or have to sacrifice your desired lifestyle.

Investment Management – We assist you in implementing your personal financial plan by creating an investment plan based on market principles, and informed by financial science. We utilize low-cost investments and integrate tax planning and tax-efficient investment vehicles and strategies designed to increase your retirement savings and your lifetime income.

 



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