Financial Advisors for Retirees in Oklahoma City
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Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Financial Advisors
14 Client Reviews
"Chris is the consummate professional. He listens to my concerns and provides insight and recommendations. He is a true partner in my retirement planning. Every interaction with him has exceeded my expectations. I regret not connecting with him sooner."
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
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FrequentlyAsked Questions
Q: Is it worth hiring a financial advisor if I’m already retired?
A: Yes. Retirement comes with new financial decisions, and an advisor can help you manage income, taxes, investments, and healthcare while making sure your money lasts.
Q: What should a financial advisor do for someone who is retired?
A: They create a withdrawal strategy, monitor investment risk, plan for RMDs, advise on Social Security timing, handle tax strategy, and help with Medicare or long-term care planning.
Q: How much does a retirement advisor typically cost?
A: Most charge 0.25%–1% of assets under management. Flat fees ($2,000–$7,000) or hourly planning ($200–$500/hr) are also common for retirees.
Q: What credentials should a retirement financial advisor have?
A: Look for a CFP® or RICP® (Retirement Income Certified Professional). Make sure they’re a fiduciary and experienced with retirement income planning.
Q: What are red flags when choosing a retirement advisor?
A: Be wary of anyone who pushes annuities or insurance without explanation, won’t disclose fees, or avoids answering how they’re paid.
Should You Hire a Financial Advisor After You Retire?
Yes — hiring a financial advisor after retirement can help you preserve wealth, minimize taxes, and avoid running out of money too soon.
Here’s how the right advisor helps:
- Retirement income planning: Create a strategy to safely draw from your 401(k), IRA, and brokerage accounts without overspending
- Tax-efficient withdrawals: Avoid penalties and lower your tax bill with smart sequencing and Roth conversions
- Required Minimum Distributions (RMDs): Make sure you're following the rules and minimizing unnecessary taxes
- Social Security optimization: Pick the right age to start based on your needs and benefits
- Medicare and healthcare planning: Budget for premiums, out-of-pocket costs, and potential long-term care
- Estate and legacy planning: Structure your accounts to pass wealth efficiently to family or charity
Choose a fee-only fiduciary with experience in retirement income. Look for credentials like CFP® or RICP®, and make sure they regularly work with retirees just like you.
Here’s how the right advisor helps:
- Retirement income planning: Create a strategy to safely draw from your 401(k), IRA, and brokerage accounts without overspending
- Tax-efficient withdrawals: Avoid penalties and lower your tax bill with smart sequencing and Roth conversions
- Required Minimum Distributions (RMDs): Make sure you're following the rules and minimizing unnecessary taxes
- Social Security optimization: Pick the right age to start based on your needs and benefits
- Medicare and healthcare planning: Budget for premiums, out-of-pocket costs, and potential long-term care
- Estate and legacy planning: Structure your accounts to pass wealth efficiently to family or charity
Choose a fee-only fiduciary with experience in retirement income. Look for credentials like CFP® or RICP®, and make sure they regularly work with retirees just like you.
Not sure who’s right for you as a retiree? Answer a few quick questions, and we’ll introduce you to someone who fits.
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