Financial Planning


Disciplined Investments develops personalized solutions in response to client needs. We help identify and prioritize goals then construct solutions through:

• Budgeting/Cash and Debt Management
• Business Planning
• Charitable and Planned Giving
• College Education Funding
• Eldercare Issues Consulting
• Employee Benefits Consulting
• Estate Planning
• Insurance Consulting
• Investment Advice and/or Education
• Retirement Planning
• Tax Planning and/or Preparation

These services are offered on a singular or ongoing basis and may be billed hourly or according to a fixed fee. To maintain objectivity, we are never compensated except directly from the client.

 

Hogan & Slovacek • A Professional Corporation • Certified Public Accountants
Tulsa • Oklahoma City • An independent Member of the BDO Seidman Alliance