Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Wyatt Duvall, Financial Consultant, Oklahoma City, OK.
12/10/2024
Your health insurance can impact your financial plan as a whole. I’ll show you how.
What to Know Before Open Enrollment It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.
Getting good at holiday budget bingo takes skill, stamina, and resilience. But mostly, it takes planning—financial planning. So if you want to worry less, knowing you have the fun stuff covered, let’s make a plan. Reach out anytime.
12/02/2024
If you’re retired, here are a few things to think about before the end of the year to keep you and your money on track.
Your 2024 End-of-Year Financial Moves in Retirement Now that you’re tapping into your nest egg, it’s important make sure your finances and retirement plans are still on track. Here’s an end-of-year financial checklist for retirees.
Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.
11/25/2024
As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.
When Should You Reevaluate Your Life Insurance Coverage? Like many parts of your financial life, life insurance isn’t something you should set and forget.
11/18/2024
When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!
The Importance of Planning for the Cost of Long-Term Care It can be difficult to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.
11/12/2024
It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.
FAFSA 101: Everything You Need to Know About Filling Out the FAFSA If your goals include sending your kids to college, take steps to find out if your child is eligible—even if you think you earn too much.
Did you know that long-term care can throw a big curveball at your retirement plan? Good thing I’m here to help you uncover any financial blind spots ensuring that you and yours are prepared for all future outcomes.
*Planning and Progress Study, 2024
When you work with me, you never have to worry about being judged—there’s not much I haven’t heard when it comes to finances. Reach out and together we can discover a better way to money.
11/04/2024
Reach out if you have questions about your financial plan being on track as we close out the year.
Your 2024 Year-End Financial Checklist From maximizing your tax efficiency to planning for big events in your life, our year-end financial checklist can help you prepare for whatever the new year brings your way.
As your family grows, you want your money to grow with you. I’m here to help. Let’s get you and your family set — from the years on the playground to college move-in day.
Statistically only 36% of women feel confident about their retirement savings. I think that gives us a big opportunity for growth and empowerment.
*Planning and Progress, 2024.