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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Is your estate in order? This short quiz may help you assess your overall strategy.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A four-step framework for building a personal legacy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are you ready for retirement? Here are five words you should consider.