Welcome, I'm Richard Ross, a financial consultant in Anadarko, Oklahoma. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, my personalized service focuses your needs, wants, and financial goals and objectives.
My professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (405) 638-0395. A number of questions and concerns need to be addressed to help you better prepare for retirement living. 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers. When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
My professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (405) 638-0395. A number of questions and concerns need to be addressed to help you better prepare for retirement living. 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers. When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Services
About
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Knowledge is power.
It's also the foundation for intelligent, well-considered decisions.
When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
It's also the foundation for intelligent, well-considered decisions.
When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Our Mission
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My mission is to get to know and understand your needs, wants, and long-term goals.
I want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
My commitment is to utilize all of our resources to help you pursue your goals.
I believe in thinking "out of the box" and I am not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
I want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
My commitment is to utilize all of our resources to help you pursue your goals.
I believe in thinking "out of the box" and I am not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Who is Avantax
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Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Resource Center
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Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Retirement
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Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Ready for retirement?
Find out why many are considering encore careers and push your boundaries into something more, here.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Ready for retirement?
Find out why many are considering encore careers and push your boundaries into something more, here.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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