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YOUR FINANCIAL PLANNER IN OKC

All of life's stages have financial demands: Buying a home, paying college loans, paying for cars, having children, sending kids to college and meeting family emergencies. These demands, along with the joys of life are part of the journey. Many travel this road by reacting to each happening as an unexpected event; without advance financial planning, each change becomes a crisis; with no plan, often it’s too late for anything but panic. Through comprehensive financial planning you can be prepared for those changing demands with a plan that grows and adapts with you and your family. Our team of financial advisors in Oklahoma City can help lay out the best plan for you.

Investment Planning

Capital Asset Management’s experienced financial planners assist you in sorting through thousands of investment scenarios to find the best combination of options for your unique situations and needs. We will walk with you through life’s changes, fine-tuning your plan as your financial goals adjust.

Risk Management

Life and health Insurance (including long-term care coverage) are risk management tools that help individuals and families survive the unplannable. Capital Asset Management makes you aware of life’s major risks and suggests options so that, when the unplannable happens, you and your loved ones may be protected.

Retirement Planning

When forming a retirement plan we consider three things.

1. How much income will you need when you retire to fit your lifestyle?

2. Where will that income come from?

3. What steps should be taken to make that happen?

Our financial planners will work with you right here in Oklahoma City to develop a plan for you to help make the most efficient use of each dollar in retirement.

Estate Planning

Estate planning is about you, your family, your wishes, and your assets. From allocating assets and income to designating care for children, a solid estate plan is the way to make sure your wishes are followed, no matter what. We educate you on your options and assist you in creating a plan that follows your wishes.

Investment Planning

Investment planning now gives you a far better chance of reaching goals. Do you dream of starting a family, opening a small business, buying a house, or traveling? Capital Asset Management's expert financial planners in OKC assist you in identifying how to make your dreams a reality.

Risk Management

Although risk management through life and health insurance may not be a high priority, it’s always more affordable now than it will be later.  We help you select the protection you need to keep your family whole, no matter what life throws in the way. 

Retirement Planning

Beginning good savings habits allows the power of compounding to work in your favor; small sums now are likely to lay the groundwork for a great retirement later.  Albert Einstein called compounding interest, “the eighth wonder of the world.”  We put this “Wonder” to work for you.

Estate Planning

A simple will with some transfer-on-death (TOD) planning, may be the only estate planning you need.  This is inexpensive and efficient.  We assist you in completing these basic steps and inform you of the more complex planning you may need in the future.

Investment Planning

At this stage, investment planning is critical. Work, family, and regular life all demand your full attention and resources. We help properly identify the right investment tools to help increase scarce resources.

Risk Management

With a family, life Insurance and disability Insurance become ultra-important. Capital Asset Management helps determine the appropriate amounts of insurance for your personal situation—one size doesn’t fit all.

Retirement Planning

With the demands of life, saving for retirement is now essential. Our financial advisors help make sure you are maximizing retirement contributions and benefits in the most tax-efficient way, both pre- and post-retirement.

Estate Planning

When beginning a family, estate planning becomes critical. It answers questions—who will raise our children? Who will receive our assets? Our advisors help decipher the different estate planning documents to determine which are necessary, and help you select a local, Oklahoma City attorney to create documents and help with planning.

Investment Planning

At last you've reached a point in your career where you can focus on building more resources and thinking about the future. Capital Asset Management in OKC helps you identify the right balance of enjoying today and tomorrow.

Risk Management

At this stage, long-term care needs may seem more real: you may begin to experience the cost of care for loved ones. This is a good time to begin planning for the possible costs associated with your own long-term care as well as to reassess your life insurance needs. We help you explore options and plan accordingly.

Retirement Planning

As you see retirement on the horizon, it may be the best time to review what is needed to retire. Our financial advisors help you develop and review retirement goals yearly, or, if needed, more often.

Estate Planning

The purpose of estate planning is to make sure assets transfer as you wish. All of us have unique family dynamics. If you are single, married, divorced, remarried, or widowed, allocating assets and income in a tax-efficient way requires planning. There are options galore, and Capital Asset Management will be there to help you at each step along the way.

Neither FSC Securities Corporations nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.

 

Investment Planning

Now it’s time to begin taking income from years of saving and investing. Capital Asset Management in Oklahoma City helps identify the tools to help increase resources so that they not only continue to support you, but also allow you to do the things you've dreamed of doing.

Risk Management

Our financial advisors assist you in identifying risk management tools that can be utilized in different ways during this stage.

One such tool is a long-term care policy. Having a long-term care policy may provide dollars—whether at home, a nursing or assisted-living facility, a continuous-care retirement community, or through community-based services.

Another tool is that risk may be transferred to insurance products for help with the transitioning of assets. As an example, if you own a business, life insurance may be used to help with succession—this allows the business to survive through transfer to a family member or key employee and provides you with retirement dollars.

Retirement Planning

The importance of tax efficient retirement income planning is often overlooked. Our goal is to help increase retirement income by identifying what combination of resources to draw income from—Traditional IRA, Roth IRA, 401 (k), or individual accounts. Capital Asset Management also reviews what investment vehicles may provide you with the most income from that source.

Estate Planning

What sort of legacy do you wish to leave? This may be the time to revisit and solidify. We help you sort through the many ways you may leave a legacy to find the best avenue, given your wishes. Establishing an estate plan is a process that may include many elements—examples might include charitable trusts or helping grandchildren with college.

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