Travis R. Cambern, CFP®

(918) 459-4640

The Long Run: Women and Retirement When Markets React Once Upon a Goal A New Way to Look at Your Bucket List

Your Future

At TRC Wealth Management, our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial and investment strategies and recommendations our clients trust. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, customized retirement and investment strategies, and education tailored to your questions.

As an independent firm, we take an individualized approach for every person. We look at your goals, objectives, and risk tolerance to craft customized strategies. As many of our clients are approaching or already in retirement, we understand their fears of outliving their financial resources and our goal is to develop strategies that address retirement planning, income planning, wealth transfer, and your other needs. Through a hands-on approach and proactive process, we strive to empower you to make well-informed financial decisions and feel confident in your future.

As a firm that has been serving families and businesses in Oklahoma for years, we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact our office to learn more about how we may be able to help.

Helpful Content

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Calculating your potential Social Security benefit is a three-step process.

Estate Management Checklist

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Countering Counterfeit Currency

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate your monthly and annual income from various IRA types.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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An Inside Look at Retirement Living

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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That big list of dreams and goals isn't the only way to look at your bucket list.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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