Retirement Investment Advisors
CERTIFIED FINANCIAL PLANNER™ professionals in Oklahoma and North Texas.
In April, our Financial Briefs Newsletter discusses strategies to help reduce the staggering cost of a college education. The strategies could help you save and make a plan for your children’s college education.
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In March, our Financial Briefs Newsletter talks about the two phases in the life cycle of a retirement portfolio. It also discusses early retirement, tax-advantaged accounts, and the mistakes to avoid when it comes to withdrawing from your retirement accounts.
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In February, our Financial Briefs Newsletter talks about focusing on the basics when it comes to your long-term investments. It provides several steps to help you choose the appropriate investments and make progress toward your long-term financial goals.
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