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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When you’re married and have children, insurance needs will be different.
Retirees traveling abroad need to know that their health insurance travels with them.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When considering life insurance, it's important to understand your options.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
When should you take your Social Security benefit?
What is your plan for health care during retirement?