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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What kind of auto insurance should you have? Do you know?
For some, the social impact of investing is just as important as the return, perhaps more important.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
It sounds simple, but paying yourself first can really pay off.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn when it may not make sense to file a claim on your home insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.