BIGGS FINANCIAL
Account Access

CONNECT

Address:

4045 Northwest 64th
Suite 320
Oklahoma City, OK 73116

Phone:

(405) 842-8087

Fax/Other:

405-286-1616

What You Can Expect

Investment Management  

  • Assessment of Investment Goals: Growth, Growth & Income, and/or Income
  • Risk Tolerance Assessment
  • Account Establishment
  • Account Transfers & Consolidation
  • Confirmations of Trade Activity**
  • Monthly Statements**
  • Tax Statements
  • IRA Required Minimum Distributions
  • Requested Cash Distributions

    ** Confirmations and statements may be delivered via mail or electronically

Insurance Planning  

  • Assessment of Needs for Life, Disability, and Long Term Care Insurance
  • Business Application Assessment for Overhead Expense, Buy-Sell Agreements, and Key Main Insurance
  • Comparative Analysis of Premiums, Benefits, and Ratings of Major Insurance Carriers for each Insurance Product Requested
  • Monitoring and Follow-Up of the Underwriting Process
  • Policy Delivery and Requested Reviews

Retirement Planning  

  • Discussion on Phases of Retirement: Accumulation Phase, Income Phase, Distribution Phase
  • Considerations on Taxes, Inflation and Income Duration
  • Social Security Analysis

Estate Planning  

  • Confidential Discussion of your Estate and Distribution of Assets
  • Recommendations Concerning Various Wills and Trusts
  • Joint Meetings or Referrals to Qualified Attorneys

 

WHAT YOU CAN EXPECT PDF

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck