Join us in welcoming Craig Canard to HoganTaylor Wealth! With over 20 years of experience in financial services, Craig brings a wealth of knowledge and expertise to our team. We're thrilled to have him on board and look forward to the impact he'll make.
HoganTaylor Wealth
金融服务
Tulsa，OK 182 位关注者
HoganTaylor Wealth is a fee-only wealth management firm and subsidiary of HoganTaylor LLP.
关于我们
Who we are: HoganTaylor Wealth is a fee-only wealth management & financial planning/consulting firm. As a fee-only firm, our compensation comes directly from our clients. We operate without commission, referral, or soft-dollar arrangements to ensure that our interests are aligned with those of our clients. Our fiduciary duty to clients is paramount. HoganTaylor Wealth is an SEC Registered Investment Adviser and subsidiary of HoganTaylor LLP, a public accounting firm, headquartered in Tulsa, Oklahoma with an additional office in Oklahoma City. HoganTaylor Wealth provides services to individuals, trusts, businesses, estates, and charitable organizations. What we do: Asset Management Our investment philosophy is based on academic research; we do not predict the direction of markets or the performance of specific securities. Instead of convincing clients of our superior investment foresight, we concentrate on more manageable determinants of portfolio returns: diversification, cost reduction, tax efficiency, and long-term discipline. Our clients’ unique goals, time horizon, risk tolerance, external investments, and income sources help us build and manage customized investment portfolios. Financial Planning & Consulting Services We offer a broad range of services to meet our clients’ personal financial objectives. We work collaboratively with external investment advisors, attorneys and other professionals to coordinate all aspects of a client’s financial plan. Services and areas of concentration include: defined contribution plans, executive planning, legacy planning, charitable & planned giving strategies, retirement planning, sudden wealth, social security planning, insurance consulting, education funding, investment advice/education, estate planning, and income tax planning.
- 网站
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https://www.hogantaylorwealth.com
HoganTaylor Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Tulsa，OK
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Wealth Management、Retirement Planning、Charitable & Planned Giving、Retirement Planning、Investment Advice/Education、Social Security Planning、Insurance Consulting、Education Funding、Investment Advice/Education、Estate Planning、Income Tax Planning和Qualified Plan Consulting
地点
HoganTaylor Wealth员工
动态
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Navigating tax season doesn't have to be stressful. Discover a few new tips to ensure a hassle-free filing experience. #HTWealthThoughtLeadership https://hubs.li/Q036D8Jx0
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Following the recent presidential election, some investors have grown concerned about the potential for new tariffs. Explore additional insights so you can remain informed and make proactive decisions today. #HTWealthThoughtLeadership https://hubs.li/Q036DxmV0
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Tax season isn't just about filing returns; it's an opportunity to optimize your financial strategy.
Tax season is here—are you maximizing your savings? A financial advisor can help you avoid mistakes, reduce your tax bill, and plan for the future. Here's why you should consider working with one this year. ??
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Protecting your identity has never been more important. Implement these proactive steps to help safeguard your personal information.
I am not sure we can discuss this ever-evolving topic enough! To help everyone, please share your insights and knowledge to assist others in safeguarding their business and personal data. It is my hope you find this article useful; please let me know if you have any questions or if we at HoganTaylor Wealth, HoganTaylor, and HoganTaylor Talent can be of service in any way.
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Are you familiar with the key tax changes for 2025? Understanding these updates now can help you plan more effectively and optimize your tax savings. #HTWealthThoughtLeadership https://hubs.li/Q033pkJp0
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Looking for ways to improve your financial health in 2025? HoganTaylor Wealth Manager Craig Canard shares practical financial wellness tips to help you start the new year on the right track. Check out the full article below. #FinancialWellness
Happy New Year and welcome to 2025, I hope you find this article helpful!
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If your business has significant real estate investments the tax savings generated from a cost segregation study may be a game-changer.
Did you know commercial property owners can unlock valuable tax benefits with a cost segregation study? Explore the potential benefits and evaluate whether this strategy makes sense for your business. #HTThoughtLeadership https://bit.ly/3ZWIAtt
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Did you know a business valuation can be a multipurpose tool? Learn how a valuation can help you make informed decisions about growth, financing, and long-term planning. #HTWealthThoughtLeadership https://hubs.li/Q02_DzCF0
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Did you know there is still time to reduce your 2024 tax bill? Explore a few different tax strategies to implement before the end of the year. #HTWealththoughtleadership https://hubs.li/Q02YdQ0V0