Your security
is our priority.
We strive to offer innovative financial services to bring clarity, provide security, and enhance your quality of life.
Interested in Investment Advisory Services? Check out our sister Company!
Financial Services
Our mission is to work closely with our clients to design financial services that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. We’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to Oklahoma and the surrounding communities. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our clients’ wealth into a coordinated strategy.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Medicare
While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Generational Vault
Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere. Generational Vault – your virtual safety deposit box.
We also offer
Investment advisory services
through our sister company,
Southwest Wealth Management LLC
Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
Our Founder
BRAD FREELS
Making strong commitments to our clients and building life-long relationships are tenets of success at Southwest Retirement Inc.