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Tulsa Office

7335 South Lewis Ave Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101
Mesa, AZ 85215

Retirement Planning

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

  • Meeting your retirement income needs, desires and expenses
  • Maintaining lifestyle choices and priorities
  • Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

We can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on income—now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives
  • 401(k)/RA Rollovers
  • 401(k)/403(b) Retirement Plans
  • Traditional and Roth IRAs
  • Retirement Income Planning
  • SEP IRAs