Other Services
As a valued financial management client, you have access to a number of special services which are designed to help you better achieve your financial management goals. Our financial professionals make specific recommendations that are designed to provide more efficient use of the clients' growing resources to help improve net worth, to help reduce income and estate taxes, and to help increase after-tax cash flow. These special services include, but are not limited to:
PERSONAL CHIEF FINANCIAL OFFICER
Our financial professionals will address financially related areas that affect your present living standards as well as future retirement objectives. As part of this effort, we will efficiently coordinate the services of other professionals, when necessary.
RETIREMENT PLANNING ANALYSIS
After gathering the necessary information, our financial professionals will analyze your current retirement plan to determine if you are on target to meet your desired date and income.
ASSET ALLOCATION MANAGEMENT
Once our financial professionals have determined your investment objectives, we will identify and present quality institutional investment managers. Our objective is to increase your available resources through a process of systematic diversification² designed to reduce risk and enhance returns.
CASH FLOW MANAGEMENT (BUDGETING)
We will discuss methods of tracking expenditures in order to help you maximize your available resources.
RETIREMENT DISTRIBUTION PLANNING
Through the use of advanced planning techniques, our financial professionals help you analyze and evaluate the various IRA distribution and beneficiary options available. We will then help you designate beneficiaries and select the appropriate expectancy election to facilitate you to perpetuate IRA assets for future generations.
WEALTH TRANSFER PLANNING
Our financial professionals will discuss methods for your family to help avoid probate and reduce federal and state estate taxes upon your death. This includes assistance with Revocable and Irrevocable Trusts, Charitable Remainder Trusts, Family Limited Partnerships, Stock Recapitalization and other advanced planning techniques.
INSURANCE ANALYSIS
Our financial professionals will analyze your insurance to help you minimize out-of-pocket expenses while making sure your risk areas are covered.
TAX REDUCTION MANAGEMENT
Utilizing our strategic alliance with prominent Oklahoma CPA firms, our financial professionals will analyze how the decisions you make today can affect your taxes tomorrow.
OUR SERVICES
- Experienced Witness Services
- Managed Care Contract Negotiation Services
2Diversification and asset allocation do not protect against the loss of principal due to market fluctuations. They are methods used to help manage investment risk.