Retirement income in Tulsa, Oklahoma

Retirement Planning | Sooner Retirement is a finance institution located at 5222 East 69th Place, Tulsa, Oklahoma, United States. Our team specializes in researching annuities to help you retire confidently. We provide expert advice on which annuities can offer the greatest advantages during your retirement planning session. Don't settle for incomplete information from annuity salespeople - let us guide you towards a secure financial future. Our goal is to help you bridge the retirement income gap and ensure you have enough funds to cover essential expenses in your golden years. If you've recently transferred funds from a retirement savings account to a personal IRA, we can help you make the most of your investments. With interest rates on the rise, we can also assist you in navigating the impact on home mortgages and fixed income investments. Trust Retirement Planning | Sooner Retirement to provide personalized solutions for your financial needs.

Provident CPAs PLC, located in Tulsa, Oklahoma, is a leading institution specializing in accounting and finance. Our unique strategies are designed to create significant value for our clients, with potential returns on investment reaching 1,000-2,000%. We excel at minimizing tax liabilities, allowing us to delve deep into the financial and operational health of businesses, ultimately guiding them towards successful exits. At Provident CPAs, our core values drive our interactions and decision-making processes. We prioritize being proactive, efficient, cheerful, compassionate, and helpful, leading to innovation, humility, and excellence in all that we do. Our team embodies an entrepreneurial spirit, remaining future-focused, driven, and disciplined in our pursuit of financial success.

Anchor Financial Group, located at 4500 South Garnett Road in Tulsa, Oklahoma, is the largest veteran-owned insurance and financial firm in the United States. Specializing in health and insurance services, AFG is dedicated to providing clients with trusted and empowered financial planning. With a focus on adaptability, ethics, professionalism, and leadership, the experienced team at AFG helps clients navigate the complexities of retirement planning and risk management. By listening to clients' needs and analyzing their financial situations, AFG creates personalized strategies to ensure financial security and peace of mind. Attend one of their informational seminars to learn more about retirement income strategies and other financial planning topics. Additionally, AFG offers assistance with understanding Medicare and provides resources for making informed decisions. With a commitment to excellence and decades of experience, Anchor Financial Group is ready to help you take control of your financial future.

The Anchor Agency, located at 10810 East 45th Street, Tulsa, Oklahoma, United States, is the largest veteran-owned insurance and financial firm in the country. With a focus on adaptability, ethics, professionalism, and leadership, the Anchor team is dedicated to providing trusted and empowered financial planning services. They specialize in helping clients navigate the complexities of retirement planning, ensuring longevity and protection for their financial future. By offering informational seminars and personalized guidance, the Anchor Agency helps individuals take control of their financial future. Whether you need assistance with retirement income strategies or understanding Medicare, the Anchor Agency is here to help. With a commitment to excellence and decades of experience, the Anchor Agency is a reliable partner in achieving your financial goals.

Sipes Insurance is a reputable insurance agency located at 4942 East 73rd Street, Tulsa, Oklahoma, United States. Our institution offers a wide range of permanent life insurance policies with guaranteed death benefits and cash value growth over time. Our long-term coverage options are highly customizable to meet your specific needs and budget. With the ability to invest your policy's cash value in the market, you can secure your financial future while potentially earning additional income. In addition to providing financial protection, we also offer services to help pay for everyday tasks, replace lost income due to illness or injury, and invest in education expenses. Our professionally managed investments come with low fees and the potential for market gains, ensuring that your assets are well-protected and can grow over time.

Kody Newlin, Bankers Life Agent is an insurance agency located at 7633 East 63rd Place in Tulsa, Oklahoma, United States. As a Unit Sales Manager and Insurance Sales Representative, Kody Newlin and his team offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Kody Newlin, Bankers Life Agent is helping individuals compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some plans even offer premiums as low as $0 per month.

Kinney Heldermon, Bankers Life Agent is a reputable insurance agency located at 7633 East 63rd Place in Tulsa, Oklahoma, United States. Specializing in providing comprehensive insurance solutions, their team of professionals are dedicated to helping clients protect their assets and secure their financial future. With a focus on personalized service and tailored insurance plans, Kinney Heldermon, Bankers Life Agent is committed to providing top-notch customer care and ensuring peace of mind for their clients. Contact them today to learn more about their insurance offerings and how they can help you achieve your insurance goals.

The Walker Wealth Management Group at Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and retirement solutions to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, The Walker Wealth Management Group is a trusted partner in helping individuals and families secure their financial futures. Visit us at 2200 South Utica Place to learn more about how we can help you reach your financial goals.

Chestnut Street Advisors is a leading finance institution located at 6660 South Sheridan Road in Tulsa, Oklahoma. Our team of experienced advisors provides expert financial guidance and personalized investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Chestnut Street Advisors is here to help. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Seasons Financial Group, located at 6964 South 69th East Avenue in Tulsa, Oklahoma, is a finance institution that offers advisory services through SageOak Financial, LLC. As a financial advisor rooted in timeless biblical wisdom and backed by decades of research in financial science, we aim to provide our clients with peace of mind and certainty in managing their investments and financial lives. Seasons Financial Group, a tradename of SageOak Financial, LLC, is dedicated to helping individuals navigate the complexities of financial planning and investment management.

JGreene Financial is a finance institution located at 7122 South Sheridan Road in Tulsa, Oklahoma, United States. We specialize in helping clients plan for a successful retirement, ensuring they have the financial security they need for their golden years. With 60% of Baby Boomers expressing concerns about outliving their retirement income, we are here to help our clients beat that statistic. Download our complimentary "10 Steps to a Successful Retirement" guide today and take the first step towards a secure financial future. Let us help you achieve peace of mind and enjoy your retirement to the fullest.

Maxwell & Morse Capital Management, Inc. is a leading finance institution located at 5026 East 101st Street in Tulsa, Oklahoma, United States. Specializing in investment management and financial planning, Maxwell & Morse Capital Management, Inc. offers tailored solutions to meet the unique needs of individual and institutional clients. With a team of experienced professionals and a commitment to excellence, they strive to help clients achieve their financial goals and secure their financial future.

Steven Younger - Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we provide tailored solutions to meet the unique needs of each individual and business. Visit us at 2200 South Utica Place to learn more about how Steven Younger - Morgan Stanley can help you secure your financial future.

Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is a trusted financial institution located at 3023 South Harvard Avenue in Tulsa, Oklahoma. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Judson Johnson, AAMS™ provides top-notch financial planning and investment services to individuals and families in the Tulsa area. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is dedicated to helping you secure a brighter financial future.

Jerald Cooperman is a Financial Advisor at Ameriprise Financial Services, LLC located at 4765 East 91st Street, Tulsa, Oklahoma, United States. Jerald Cooperman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jerald Cooperman's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Jerald Cooperman is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jerald Cooperman strives to help clients make informed financial decisions and achieve their long-term financial goals.

J Greene & Associates is a finance institution located at 8405 East 74th Place in Tulsa, Oklahoma, United States. We specialize in helping clients ensure they do not outlive their retirement income. With 60% of Baby Boomers expressing concerns about running out of money in retirement, we are dedicated to helping our clients beat that statistic. Download your complimentary "10 Steps to a Successful Retirement" guide today to start planning for a financially secure future.

Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. Joey Small holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, wealth management, estate planning, retirement planning, and more. Joey Small is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Joey Small aims to help clients achieve their financial goals and secure their financial future.

Tim Veldstra - Thrivent is a finance institution located at 2448 East 81st Street in Tulsa, Oklahoma, United States. With over 20 years of experience in the financial services industry, Tim Veldstra focuses on helping clients achieve their financial goals and priorities. Licensed in multiple states, including AR, CA, FL, KS, MO, OK, PA, and TX, Tim Veldstra offers holistic and tailored financial advice to assist clients in navigating their financial journey. Whether you need assistance with a single financial issue or want to build a comprehensive financial plan, Tim Veldstra is dedicated to helping you strengthen your financial security. You can schedule a 30-minute consultation with Tim Veldstra today to discuss your financial needs. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult with their attorney or tax professional. Thrivent offers a Financial Planning Framework and Dedicated Planning Services to help clients with their financial planning needs. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information about their financial advisors and professional designations.

Merrill Lynch Financial Advisor Edna Hird is a finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Supported by the global resources of Merrill, Edna's team is dedicated to building strong client relationships based on trust and personalized service. The team offers wealth planning, portfolio management, retirement income strategies, residential lending, education funding, insurance services, trust services, and banking through Bank of America, N.A. With over 50 years of combined experience, the team at Merrill Lynch Wealth Management is committed to helping clients preserve, grow, and distribute their wealth in alignment with their goals and risk tolerance. They work closely with clients to develop personalized, strategic advice to help them achieve their financial objectives. The team believes in prioritizing the goals and aspirations of their clients, offering customized investment approaches, and providing comprehensive financial solutions. They are dedicated to helping clients navigate the complexities of their financial lives and stay on track to reach their goals. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Edna Hird is committed to helping clients achieve their financial aspirations.