Worried that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.

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There is nothing better than hopping in your car and heading across the scenic highways of Oklahoma, discovering new places. If you don’t have a roadmap and evaluate your journey ahead of time, you might hit some roadblocks and miss some of the wonderful small towns along the way. Retirement is the same way. At Staton Financial Group, our Roadmap to Success is a map that aids you in having a plan in hand for a happy retirement, so your adventure is the best it can be.

At Staton Financial Group, we have a three-step process for building a financial strategy that gives you a firm foundation for pursuing your goals.

1

Discover

We will sit down together and discover what your ideal retirement looks like.

1 (1)

Evaluate

Using our Roadmap to Success, we’ll examine your current financial situation and determine your retirement income needs.

1 (2)

Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Explore Your Financial Toolbox

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Wealth Management

We offer a suite of services to clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

Long-Term Care Strategies

Long-term care is one of the most common expenses for retirees, and one of the things that is often forgotten in the planning process. We can create a plan that takes medical and care expenses into account, protecting you and your estate in the process. 

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

Asset Protection Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Medicare Planning

Crafting the right Medicare strategy for your retirement can be challenging, from understanding the differences between the different parts to deciding on the amount of coverage that fits your needs. We help you navigate the world of Medicare and build a strategy that's designed to answer some of Medicare's most pressing questions.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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