Financial Planning Chickasha OK

Here are a few thoughts on dealing with job loss in Chickasha in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Jana Shoulders
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
High Net Worth Client Needs, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AEP, AIF, CPA

J. Harvie Roe
AmeriTrust Investment Advisors, Inc.
(918) 610-8080
4111 South Darlington, Suite 450
Tulsa, OK
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Scott Logan
Asset Planning Solutions, LLC
(405) 608-3099
1233 E. 33rd
Edmond, OK
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Alternative or Private Investments, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Carrie R. Coles, CFP®
(918) 631-6954
3409 S. Peoria Ave.
Tulsa, OK
Firm
Arvest Asset Management
Areas of Specialization
Estate Planning, Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. Steven L Wilson, CFP®
(918) 254-5525
8282 S. Memorial Drive
Tulsa, OK
Firm
Steven L. Wilson, CPA, PC
Areas of Specialization
Accounting, Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided by:
Kevin Jacobs
Step By Step Tax and Financial Planning, LLC
(918) 806-6596
2031 West Houston Street
Broken Arrow, OK
Expertises
Ongoing Investment Management, Middle Income Client Needs, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Trey Cooper
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Adam Leavitt
Disciplined Investments, LLC
(918) 388-2690
2200 South Utica Place, Suite 400
Tulsa, OK
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Melinda M. Warren, CFP®
(405) 418-4080
9150 N May Ave Ste B
Oklahoma City, OK
Firm
Hughes Warren, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided by:
Mr. Beau H Brock, CFP®
(918) 270-1999
5018 East 68th Street
Tulsa, OK
Firm
Brock & Associates a private wealth advisory practice of Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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