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How Strong Is Your Financial House?

Much like a home, your financial portfolio needs to outlast various uncertain conditions. How does your current strategy hold up?

If you’re like many Americans, your financial house may be due for some home improvements. According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are highly anxious about their overall retirement outlook.2

Our Process 

  • Looking for: A strategy to help ensure you don't outlive your income.  

  • Strategy: Create retirement income strategy through the use of insurance products and/or annuities. 

  • Looking for: How much market risk does our nest egg hold.  

  • Strategy: Apply the Fiscal HouseTM to help achieve true diversification. 

  • Looking for: A strategy to help reduce your tax liability.  

  • Strategy: Implement strategies to help reduce your tax liability.

  • Looking for: Estate cracks  

  • Strategy: Help create a wealth conversion strategy & implement tax - through the services of a qualified trust attorney, CPA & your retirement planning specialist. 

  • You come out of CPR with objectives addressed and greater confidence in your retirement savings strategy.  

That's Where We Come In.

1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at 918.949.3535 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.