Tulsa Capital Investment Management LLC

Have you seen our latest blog post about financial planning steps to take as you approach retirement? Check it out!

"Review your 401k retirement plan and other retirement savings. Make sure you're on track to reach your goals and consider consolidating accounts to simplify things. A 401k retirement plan is a great way to save for your golden years. Make sure you're contributing enough to get the full employer match if one is offered."

For more information, be sure to keep reading on our website. To get started with our services, give us a call today at (918) 478-8023.

https://www.tulsacapital.com/financial-planning-steps-to-take-as-you-approach-retirement

Have you seen our latest blog post about the benefits you can expect from working with a financial planning service? Check it out!

"In addition to sorting out your finances, the financial planning service can help you to establish a plan for the future that is best suited to you. This may include setting up an IRA, paying debt, estate planning, and more. Your financial advisor will ask you questions and evaluate your situation accordingly to achieve your goals."

For more information, be sure to keep reading on our website. To get started with our services, give us a call today.

https://www.tulsacapital.com/how-you-can-benefit-from-working-with-a-financial-planning-service

Have you seen our helpful blog post on strategies to maximize your 401k? Check it out!

"Growing and then protecting your 401k balance is critical for a comfortable retirement at a time when most people don't have a traditional pension. A 401k's expected rate of return, according to financial advisors, is typically between 8% and 10%. here are the strategies to maximize those."

To keep reading and learn more helpful information, be sure to visit our website. To get started with our investment management services, give us a call today!

https://www.tulsacapital.com/top-strategies-to-maximize-your-401k

Wondering how to start a 401k plan for your business? Check out our answer!

"We will do some analysis and determine what plan will work best for you, then you will do a plan adoption agreement. Next, you will offer the option to elect to participate in the plan and start the payroll withholdings for the funding."

For more great questions like this one, be sure to visit our FAQ page. To get started with our services, give us a call today!

https://www.tulsacapital.com/frequently-asked-questions