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Carol L. Hager ChFC®, CLU®, CDFA™, CFEd®

10900 Hefner Point Drive, Suite 404
Oklahoma City, OK 73020
Phone:
  • (405) 286 1500 ext. 6324
Fax:
  • (405) 748 9002

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Helping Women Gain the Confidence they need to take control of their financial security for today, and the unknown of tomorrow...

 

 

 Why I focus on Financial Planning for Women

In 2002, I launched my second career in wealth management.  As  I have worked with clients over the years, I see firsthand the power of being proactive in managing finances, in planning for retirement, and in protecting our families and assets from the unforeseen.

Unfortunately, my husband and I never sat down and discussed our plans or our goals for retirement.  And we never looked at the "big picture" saving, investing and protecting.  We were busy raising our family and tending to day to day life.  Our financial picture was a piece here and a piece there without truly looking or understanding how all these financial decisions impacted the big picture.  (Also known as the "junk drawer" method.)

 

Although women are proven problem solvers and highly resourceful, we tend to lack confidence when it comes to our money in areas of investing, saving, or protecting our financial well-being.

Regardless of the life stage in which you find yourself - married, widowed, single, divorcing, or owning a business - I'm passionate about educating women on the importance of financial planning and helping them get on a path to reach their financial goals.  I want to make sure all areas of their financial lives are working together - no "junk drawer" method.

My values are God, family, health, and work.   I share these because they are the cornerstone of how I live my life.  

I look forward to seeing you.

Carol L. Hager

I have earned the professional designations of Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) from the American College of Financial Services. 

I have completed the curriculum with the Institute for Divorce Analyst and earned the designation of Certified Divorce Financial Analyst™(CDFA™).  

I have also earned the professional designation of Certified Financial Educator® (CFEd®).   I have chosen to pursue this certification because I am passionate about empowering people with financial knowledge.  This professional certification is offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as experience in the area of teaching or instructing in the financial services industry.  I have met these requirements by being in the Financial Services Industry since 2002, and previously as a Training Facilitator with Southwestern Bell Corporation (AT&T). 

These designations required an exam and ongoing continuing education credits along with a code of ethics, in addition to what the Financial Industry Regulatory Authority (FINRA) requires.

 

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