Services
Financial Planning
We love getting to know you and learning more about your current financial situation and your future retirement goals. Many people, however, are unsure whether they are prepared to reach their goals. Adventures can be disastrous without prior planning, and that is especially true for the adventure of your retirement!
This is where we come in; after a thorough review of your current financial situation, we can provide a detailed picture of your retirement years and suggest adjustments that can make a significant difference in helping you achieve your financial goals.
Investments
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once we clearly understand your goals, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
Medicare
Four parts of Medicare…the program knows no intelligence level, it’s complicated, computerized, not an easy system to navigate. We will guide you through it!
Linda Clure retired from the Oklahoma Insurance Department in May of 2009 where she had been responsible for the education of those working with Medicare beneficiaries and those individuals approaching Medicare age, as well as, those State agencies involved in the Medicare program. That association with the State lasted 11+ years with 8 years before that devoted to a geriatric medical group.
After retirement from the State she became a licensed independent insurance agent and was more than capable to walk new beneficiaries through this complicated system. Education of the Medicare program is the focus for Linda, giving this knowledge to those becoming eligible for Medicare gives back the power to those who should have it and takes it away from those who take advantage of a lack of knowledge.