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Total: 50 results found.

Financial Gurus and Other Unicorns

Created on Tuesday, 04 November 2014. Posted in Content/our blog

... for the Financial Markets (AFM) scrutinized this body of research and concluded: "Selecting active funds in advance that will achieve outperformance after deduction of costs is ... exceptionally difficult." ...

Jelly Beans and Investing Wisdom

Created on Friday, 05 September 2014. Posted in Content/our blog

... in a future blog. Meanwhile, please feel free to contact us if you'd like to discuss how we can help you make the most of your one financial life. It's who we are. It's what we do.  ...

When a Broker is Your Retirement Nightmare

Created on Wednesday, 02 July 2014. Posted in Content/our blog

... understand that taking financial advice from someone with a conflict of interest is a bad idea. But a recent Bloomberg report made clear just how great the damage can be when conflicted advisors "help" ...

For What It's Worth: Assessing Advisory Fees

Created on Friday, 07 June 2013. Posted in Content/our blog

... of year-round tax-sensitive investment strategies, as well as by ensuring that taxes are carefully considered across the spectrum of your financial plans, such as retirement spending, college funding, ...

Sample Reports

Created on Thursday, 02 May 2013. Posted in Content/services

... online: Performance Report - View performance for each account and/or your entire household. Financial Plan - Are you on track to meet your goals? Tax Information Report -  Consolidated report ...

Retirement Management

Created on Thursday, 11 April 2013. Posted in Content/services

Over the years, our team of CFPs, CPAs, and attorneys has helped hundreds of retirees properly execute IRA rollovers, Roth conversions, and tax-wise retirement distribution strategies. Creating an optimal ...

Align In The News

Created on Saturday, 06 April 2013. Posted in Content/resources

... topics.   BusinessWeek Magazine Brian Puckett is named to BusinessWeek's list of the Top 50 most experienced financial advisors in the United States. Best of Biz OKC OKLAHOMA CITY, Okla. ...

News & Weblinks

Created on Monday, 30 April 2012. Posted in Content/resources

...  SocialSecurity.gov Certified Financial Planners Term Life Insurance Quotes Broker Check - FINRA NAPFA Fama/French Forum BankRate.com SavingForCollege.com Investors Tax Guide ...

Videos

Created on Monday, 30 April 2012. Posted in Content/resources

2017 Kickoff Event -> WATCH NOW Unpredictable -> WATCH NOW       The Retirement Gamble Watch The ...

meet the team

Created on Monday, 30 April 2012. Posted in Content/about

The value we deliver is a direct result of our team culture – a team of financial experts. Your team of financial experts working together with and for you. Download our 'Who We Are' PDF. Yes, at the ...

The Align Difference

Created on Monday, 30 April 2012. Posted in Content/about

... We have been recognized as one of America's top wealth management firms by BusinessWeek, Barron's, Wealth Manager Magazine, Financial Advisor Magazine, etc. Your Fiduciary Brokerage firms, banks, and ...

Our Time-tested Investment Philosophy

Created on Monday, 30 April 2012. Posted in Content/about

Your financial situation is unique. Accordingly, your plan is customized to align your money with your life.  Nonetheless, all our investment strategies are based on three fundamental, long-term ...

Strategic Partners

Created on Monday, 30 April 2012. Posted in Content/about

...  Two of the world's strongest and largest financial companies, Schwab and TD Ameritrade both offer a powerful set of capabilities for Registered Investment Advisor firms such as Align ...

Our Process

Created on Monday, 30 April 2012. Posted in Content/about

... of political and tax environments. We've seen a wide variety of client situations, and we've responded with effective solutions. Let's begin the process of making the most of your one financial life. ...

Investment Management

Created on Monday, 30 April 2012. Posted in Content/services

Investment management is the astute management of investments over time to help achieve your financial goals. It requires financial advisors to have a deep understanding of their clients' most important ...

Wealth Management

Created on Monday, 30 April 2012. Posted in Content/services

Many affluent clients want their financial advisors to help them with more than just investments. They want real wealth management – a complete approach to addressing their entire financial lives. As you've ...

Introducing the New Align Wealth Management Website & Blog

Created on Monday, 02 April 2012. Posted in Content/our blog

... to develop a rich library of articles, presentations, reports, newsletters, social media commentary and more to help us champion investors' highest financial interests – both for our clients and the community ...

Contact Us

Created on Friday, 28 October 2011. Posted in Content/main

Align Wealth Management Oklahoma Office 13921 Quail Pointe Drive Oklahoma City, OK 73134 Office: (405) 607-4820 Toll Free: (800) 401-6477 Fax: (405) 294-3340  Map & Directions ...

ALIGNING YOUR WEALTH WITH YOUR LIFE

Created on Tuesday, 24 May 2011. Posted in Content/main

... wealth management process has a singular purpose - to help you make the most of your one financial life.  Our clean and simple business model fosters win-win relationships based on ...

OUR INVESTMENT MANAGEMENT APPROACH

Created on Monday, 29 April 2013. Posted in Uncategorised Content

... your portfolio is built to most efficiently address your specific needs. And, because taxes can be such a huge drag on your portfolio's real value, we are vigilant about minimizing your taxes. Your financial ...