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.
Rightsizing for Retirement
What does your home really cost?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Five phases to changing unhealthy behaviors.
Here’s a guide to explain all the parts of Medicare.
The item most homeowners forget on their home improvement project checklist is insurance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
All about how missing the best market days (or the worst!) might affect your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?