Understanding Today’s Financial Environment
Welcome, I’m Richard Ross, a financial consultant in Anadarko, Oklahoma. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, my personalized service focuses your needs, wants, and financial goals and objectives.
My professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (405) 638-0395.
Helpful Content
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Rightsizing for Retirement
What does your home really cost?
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.