Financial Planning | Oklahoma City| Families

We Love Our Different Types of Families

A Dual-Income Family Profile

Husband: $155,500 per year Age 48, Attorney
Wife: $151,000 per year Age 47, Nurse Practitioner
Children:15 and 11
Life Insurance: He: $75,000, She $50,000
Net Worth: $688,996

Goals: Retire in 20 years. Grow wealth. Eliminate debt. Prepare for college. Insurance protection should they pass away unexpectedly providing 100% of current income provisions.

How We Can Help

In the midst of busy schedules, families often struggle to function as a cohesive unit or engage in meaningful discussions about their investments. This can lead to financial disarray, inadequate savings, and a lack of clarity regarding their overall financial standing. Fret not, we are Here For You to:

Plan for unforseen problems,
Accumulate, through systematic investing to accomplish goals
Grow wealth for retirement income purposes,
Preserve wealth against events that negatively impact wealth.