As we near the end of the year, we wanted to bring to your attention some

Important updates regarding how you may be able to improve your retirement strategy.

This news could be important to you if:

  • You Have a 401(k) plan account
  • You’re unhappy with how your retirement strategy has panned out
  • You already have an annuity (you can upgrade it)
SCHEDULE MY APPOINTMENT

When you schedule a meeting with us, we’ll discuss:

Retirement Strategies

  • The art of eliminating risk in retirement
  • Increasing your retirement income
  • Securing an income for life
  • Leaving something for your beneficiaries

Annuities

  • Is an annuity right for you?
  • Getting more out of your annuity
  • A limited-time-only bonus you can benefit from right now
  • Earning a reasonable rate of return*

401(k)

  • Important info for owners of 401(k) plan accounts
  • 401(k) rollovers 
  • Old plans from previous jobs can still be of use to you
  • Changes to 401(k)s in 2024

Learn your options to work towards a better retirement today.

Fill out this form to schedule your appointment with us today or give us a call at 405-315-4549

*Backed by the claims-paying ability of the carrier

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CONTACT US
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  • Slate River Financial
  • OK Ins Lic# 100199352
Oklahoma City, OK Office

14201 N. Santa Fe Ave
Suite 101
Oklahoma City, OK 73013

Tulsa, OK Office

7136 S. Yale,
Suite 321
Tulsa, OK 74136

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Patrick Coons/Slate River Financial you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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