Understanding Annuities An annuity is a contract between you and an insurance company that allows you to contribute money to a tax-deferred account. In return, you can get regular payments as income, or you can withdraw funds later starting on a certain date. The difference depends on whether your annuity is immediate or deferred. There […]
Fiduciary Financial Advisor in Purcell, OK In addition to the investment approach you take, the financial advisor you select to help you plan and save for retirement is one of the most important decisions you need to make. When looking for an advisor, it’s important to find one whose strategies are aligned with your needs
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Investing for Income As retirement Income Specialists, we work closely with our clients to provide you with retirement planning advice that gives you the best chance of achieving your long-term financial goals. Our retirement planning services include strategies that can help you: Preserve your retirement assets Generate steady income in retirement Minimize your exposure to
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Wealth Management WilLo Financial Group provides attentive service to help high-net-worth individuals develop effective wealth- and investment-management strategies. We work in conjunction with your CPAs and attorneys to provide comprehensive wealth-management services. If you desire generational income, estate planning, income tax strategies, or you have philanthropic goals, we can help develop a tailor-made plan for
Investment Services We believe every client deserves personalized financial solutions. Regardless of where you are in your financial journey, we’ll spend the time to get to know you and your goals. Once we’ve identified your specific goals, we can build a fully customized financial plan to help you achieve the retirement you’ve always envisioned. Our
IRA and 401k Rollovers When it comes to growing your money over the long term, studies have shown that tax advantage is a major benefit, which is why tax-advantaged Individual Retirement Accounts (IRAs) and 401(k)s are so popular when it comes to saving for retirement. But one of the most important aspects of owning an
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Asset Preservation During your working years, you will utilize more growth-oriented financial strategies because your goal is to accumulate and grow your savings as much as possible. Since retirement is still decades away, you have the time to ride out a potential market downturn. But as you near retirement and get ready to transition into
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Life Insurance Life insurance is among the most useful — but also the most misunderstood — financial tools available. For many people, it is one of the most important investments in their portfolio. Most people are aware of life insurance as a tax-advantaged death benefit for their loved ones, but it is potentially so much
Tax Strategies You may leave behind a lot of things when you retire, but your tax burden isn’t one of them. In fact, without proper income tax reduction strategies, they can potentially be an even bigger burden in retirement. As tax specialists, we know the keys to avoiding that risk are awareness and planning. Tax
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Long-Term Care According to one study, about 70% of Americans who live past 65 will require some form of long-term care. It may be temporary to recover from an illness or injury. Or it may be a more permanent situation in the last years of your life. In either case, there are two important reasons
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