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Our Services

How We Work

Texoma Wealth Management offers a full range of financial products and service. We believe that retirement planning, both accumulation and distribution phases; tax planning; and estate conservation should be top priorities for individuals and families of all ages and income ranges.

The financial management process at Texoma Wealth Management begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on developing a plan to reach your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long-term and an adequate level of insurance coverage. We work side by side with you so that you are confident in and comfortable with the financial recommendations we make. 





Wealth Transfer


Long Term Care Planning

College Needs

Special Needs

Business Succession and Retirement Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  580-916-3053