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Tax Strategy

Planning ideas designed to help reduce lifetime taxes, coordinate retirement income, and understand changing tax laws.

 

  • Why Tax Planning Matters After Retirement
  • Tax-Efficient Retirement Withdrawals
  • Required Minimum Distributions Explained
  • Receiving an Inheritance
  • Selling a Business Before Retirement

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

Location

103 N Armstrong Street
Suite 206
Bixby OK 74008

P: 918-209-5367
E: Info@360WM.net

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Management, a dba of Advisor Resource Council, a Registered Investment Advisor. 360 Wealth Management and Advisor Resource Council are separate entities from LPL Financial. 

360 Wealth Management contracts with individuals who are Registered Representatives of LPL Financial and Investment Adviser Representatives of Advisor Resource Council. Although we operate our business under the name 360 Wealth Management, we are possibly subject to differing obligations and limitations and may be able to provide differing products or services. ARC ADV Part 2A   ARC ADV Part 3/CRS

AIQ Asset Management is a wealth management platform offered through Advisor Resource Council.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Financial Form CRS

2023 & 2024 FORBES Top RIA Firm

No compensation was given or received for acquiring and advertising this ranking. Criteria for this ranking can be found HERE.

 

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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