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

CONNECT

Address:

10900 Hefner Point Drive, Suite 404
Oklahoma City, OK 73020

Phone:

(405) 286 1500 ext. 6324

Fax/Other:

(405) 748 9002

Where to begin?

          

  The process of designing your financial plan of action should look like this:

 


  1.  Identifying and prioritizing your goals -  short term and long term, and your values
  2. Analyzing your current situation, you cannot make a plan without understanding where you are now - looking into our "junk drawer" of all our financial decisions you have made so far
  3. Develop a plan of action, or solution
  4. Implement, and this could be several steps or a few
  5. Monitor the plan
  6. Review, are you on track, or are changes needed? 



            Your goals may be retirement planning, education/college funding, taking care of your loved ones if you are not there, life insurance planning, retirement income planning, business planning, and/or charitable gifting, and not being a burden on your children.


            Our conversations are private. 


            My compensation depends upon the services I provide and may include fees and/or commissions.  Products and services could include:


               Financial Planning, Annuities, Life Insurance, Wealth Management, Investment Accounts, IRAs, 401 (K) Rollovers and Long-Term Care.


 

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