Preparing You For All Financial Aspects
Of Your Retirement
FINANCIAL PLANNING | INVESTMENT MANAGEMENT
What We Believe
The cornerstone of our investment philosophy is risk management. Central to our philosophy is the vigilant recognition that in Retirement, losses hurt you more than gains help you. This allows us to build a financial profile that is growth-oriented while protecting downside risk during periods of market fluctuations. Finding creative ways to protect and grow the assets of our clients is our professional passion. We especially enjoy helping each new client piece together their retirement “puzzle”. Our specialty is creating an investment strategy that maximizes growth and income based upon the investment objectives and risk tolerance of the client.
Financial Planning
The most critical element to a successful retirement is your ability to have Income for Life. Our goal-based financial planning process is designed to help you obtain the income you need in order to meet the goals and highest values you have set for your retirement. One of those goals is for you to stay retired even during the inevitable market fluctuations that are common to our financial markets.
Investment Management
At RIB, we work directly for our clients, and represent their best interest by utilizing proprietary investment strategies customized to their unique goals. We call these strategies Private Wealth Strategies. Private Wealth Strategies are individually designed to address different objectives, when utilized within a portfolio and customized written retirement plan. The goal is to create a profile that is growth oriented while protecting downside risk during periods of market fluctuations.
Why Work With R.I.B.
Education | The first step towards planning your retirement is education. We offer an intensive, hands-on retirement planning class at different universities located throughout the Oklahoma City and Tulsa metropolitan areas. Those who attend one of our classes receive a free, no-obligation, in-depth retirement plan. We believe educating people Before making financial decisions puts you in an advantageous position to make more informed financial decisions, thereby making otherwise complicated and stressful/emotionally based decisions easier and more enjoyable.
Fiduciary | We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.
A fiduciary has 5 primary responsibilities. Those responsibilities are; i) put the interests of the client first; ii) to act with utmost good faith; iii) to provide full and fair disclosure of all material facts; iv) not to mislead clients; and v) to expose all conflicts of interest to clients. In other words…Transparency! Make sure your retirement planning is someone who adheres to these responsibilities.
Planning | A successful retirement is best enabled by one important factor: Income for Life.
Investments | Our motto: Losses hurt you more than gains help you
REGISTER FOR A CLASS
We offer free, hands-on, retirement workshops. Seating is limited so reserve your place early.
Our greatest joy is watching the smile and that “light” turn on in client’s eyes, when they realize they are leaving our office with a written solution to all of their prior retirement concerns.
