Broker Check

3104 Shady Lane Drive
Anadarko, OK 73005

Richard J. Ross, CPA PFS

(405) 638-0395

 
Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional

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

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How Financially Literate Are You?

Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others...

The Big Picture–Earnings Preview

Here are some insights on how the Q2 Earnings Report could shape up.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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