Oklahoma City Financial Planning Pros - Oklahoma City
Oklahoma City Financial Planning Pros helps people set up superior financial and retirement plans that are tax free, 100% safe, unlimited contribution limits, private and liquid. Call or click today to find out more.
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Business Operation Hours
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Monday
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9:00 AM to 9:00 AM
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Tuesday
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9:00 AM to
9:00 AM
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Wednesday
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9:00 AM to 9:00 AM
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Thursday
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9:00 AM to 9:00 AM
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Friday
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9:00 AM to 9:00 AM
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Saturday
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9:00 AM to 9:00 AM
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Sunday
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9:00 AM to 9:00 AM
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Additional Information
This is one of our core concepts and one that can have a huge impact on your financial and retirement success. We help clients establish accounts that offer compelling growth, but are as liquid as a savings account. This is so important. Most of our clients typically strive for active and diverse portfolios, but we all know how difficult it can be to keep money employed in a quality investment earning returns 24/7. Some investments work well during certain market cycles and suffer greatly during the opposite market cycle. That’s why this strategy is so important. We call it our Capital Warehouse Strategy because the specialized account that we set up for you can function as a warehouse for your funds.
For most investors, when their money is NOT employed in an active investment, it’s on the sidelines earning something like .5% in a savings account. With our capital warehouse strategy, during those times we are earning 10-15 times the savings account rate. This allows our clients to make better decisions on where they allocate their resources, because they have a higher base threshold.
Product and Services
One of the single biggest risk that people in Oklahoma City and people throughout the Country face, that has the potential to CRUSH your financial plans… is market crashes. Market crashes can devastate your portfolio. They can easily set your retirement plans back a decade or more. Just take a look at our last two market crashes.
In the year 2000 the S & P 500 Index began a Dot Com crash that erased almost 50% of people’s portfolios. Then, just as they were starting to come back, and get back to where they were way back in 2000, the housing/mortgage crash of 2007 began which erased another 56% of people’s wealth. Now, the S & P 500 Index is near all time highs and looks to be poised for another crash. Most financial experts believe there absolutely will be another crash, they just don’t know when it will happen. That’s the key.
At Oklahoma City Financial Planning Pros our flagship plan, (which we call the Barefoot Retirement Plan), is GUARANTEED not to lose a single red cent in market downturns and in market crashes. Our clients absolutely LOVE this part of the plan. You just can’t put a price on a good night’s sleep. With our plan you can sleep like a baby knowing that you are 100% protected from losing during market crashes.
Languages Spoken
English
Payment Options
Check
Year Established
2009
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