There’s much that goes into managing wealth – all the planning and strategies, tools and technology – but what it simply comes down to is helping people pursue the goals they hold dear and work so hard to achieve. At Scissortail Wealth Management, that’s certainly a job we take pride in doing, but we also know there’s more to your life than just money – and that’s where the planning really takes shape. Working in conjunction with you, and addressing every financial matter in a caring and careful manner, is how we can really make a difference in your life.
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.
