LEGACY & INSURANCE PLANNING
If you’re like most, you probably have some desire to leave a legacy to your loved ones. The nature and scope of what this looks like may not be as clear. We can help facilitate your desires into a strategic plan of action. Once you get a feel for what you want to leave, we can help create a strategy to accomplish it.
Tying the Knot
With marriage, it is important to stay focused on the responsibilities that go along with it, and although they may not seem important now, there are a lot of events to consider. At EVERWEALTH, we help you plan through budgeting, set financial goals, and determine the proper designs to ensure your needs are met.
Building a Family
Life comes at you fast, and so can the responsibilities that come along with it. Getting off on the right track can help ensure that your dependents and loved ones can accomplish the goals you envision for them. If you have a family, or are preparing for one, we can help assist you with this stage of life.
Single Again
Nobody plans to get divorced, but if you do, your financial situation can change dramatically. While the focus may be on the present, it’s imperative to efficiently plan for the future. Whether it’s rethinking your budgeting or restructuring your retirement plans, we have the tools and expertise to help you get through it.
Loss of a Loved One
If this is something you’re currently dealing with, our condolences go out to you. After coping with your loss, a strategic plan should be designed to ensure the estate is settled as well as other financial impacts that go along with it. Careful planning can help to provide a secure financial future for your family and loved ones.
Tying the Knot
With marriage, it is important to stay focused on the responsibilities that go along with it, and although they may not seem important now, there are a lot of events to consider. At EVERWEALTH, we help you plan through budgeting, set financial goals, and determine the proper designs to ensure your needs are met.
Building a Family
Life comes at you fast, and so can the responsibilities that come along with it. Getting off on the right track can help ensure that your dependents and loved ones can accomplish the goals you envision for them. If you have a family, or are preparing for one, we can help assist you with this stage of life.
Single Again
Nobody plans to get divorced, but if you do, your financial situation can change dramatically. While the focus may be on the present, it’s imperative to efficiently plan for the future. Whether it’s rethinking your budgeting or restructuring your retirement plans, we have the tools and expertise to help you get through it.
Loss of a Loved One
If this is something you’re currently dealing with, our condolences go out to you. After coping with your loss, a strategic plan should be designed to ensure the estate is settled as well as other financial impacts that go along with it. Careful planning can help to provide a secure financial future for your family and loved ones.
Learn More About our Additional Services
wm = ic + ap + rm
wealth management investment consulting
advanced planning
relationship management
Wealth Management Advisors, LLC DBA Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Insurance-related business is offered through Riddle Financial Group, LLC, a separate company from Wealth Management Advisors, LLC DBA Everwealth. Please see our Disclosure section for important information.