Travis R. Cambern, CFP®

(918) 459-4640

RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Taxable vs. Tax-Deferred Savings

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Saving for College 101

Here’s a crash course on saving for college.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Rightsizing for Retirement

What does your home really cost?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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