Our clients' needs are as diverse as they are. They have multiple financial goals that sometimes conflict, and live busy lives. Some are experienced investors; others are just beginning, and some didn't know where to start. Many of them were not sure they could work with or needed a financial advisor before we met.
Our process is focused on you. The first thing to expect is a conversation to conduct a financial health assessment, where we identify your financial strengths and opportunities. I want to understand what's most important to you and to understand why it's important to you. This will enable us to use an established process to create strategies based on your financial strengths and main areas of concern. Most importantly, we will identify the priorities that will motivate you to stick to the strategy.
With a strategy in place, we will discuss the level of partnership you desire. Once we establish a working relationship, we will partner together throughout your life to help keep you on track.
My branch office assistant and I are very proactive in reaching out to our clients. So, you can expect to hear from us through the year to see if you have questions or need us to do something for you.
In my personal life, I like to spend time with my family and friends when not at the office. My wife and I enjoy traveling, whether it's to Colorado to visit our son and his wife, to Europe or to a ball field somewhere in central Oklahoma with our daughter and her husband to watch our grandson play t-ball.
When not traveling, you can usually find me working on or around my house, watching or attending a sporting event at the University of Oklahoma, supporting Veteran's organizations, or helping to keep a World War II airplane flying as part of the Commemorative Air Force's Lady Liberty Squadron.
Finally, I consider it a privilege to serve as a guide and an advocate for our client's financial goals. If you are searching for an experienced financial advisor who can help you navigate your complex financial needs and goals, then look no further. Call our office today to schedule your Zoom or in person appointment. We look forward to meeting you.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Charitable Giving
- Insurance & Annuities
- Retirement Income Strategies
My Personal Interests
- Auto Racing
- History and Museums
Office Address224 W Gray Ste 104
Norman, OK 73069 opens in a new window
Phone NumberScott Richardson at (405) 364-3300
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