Our Services

Wealth Management

Wealth management is essential for investments, estate planning, insurance, retirement, and more. At Womack Investment Advisers, we are an experienced, family-owned team who can help you with the financial planning and investment process and invest in the present and future.

Are you feeling overwhelmed by your finances? Do you need some help sorting through everything and making informed decisions? If so, hiring a financial adviser may be the right solution for you.

Still aren't sure? Don't know if it's worth it? We believe in proper due diligence, so find out more here before making your choice.

If you're looking for expert advice and guidance regarding your finances, consider hiring us to make it happen. We assist with your wealth management and your financial security.

Financial Services

Our financial advising team offers assistance with your retirement planning, insurance planning, portfolio management, estate planning, investment planning, integrated planning, and tax planning. Feel free to click any service in that list to jump to its respective description!

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We Are an Independent & Fee-Only Firm

Womack Investment Advisers is an independent firm. Additionally, we do not receive any business, fees, or other benefits from professionals and sales agents that we may refer you to. We use the Charles Schwab platform for portfolio management.

Womack Investment Advisers, Inc. operates honestly and transparently. Find out the details about how a fee-only system works here and here.

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How Much Risk Are You Willing to Take?

Like most people, you probably have a pretty good idea of what you want from your investments. But do you know how much risk you're willing to take? And how much risk is too much?

At Womack Investment Advisors, we can help you figure that out. We start with a risk assessment, which helps us get to know you and your investment goals. This information forms the basis of our financial advice and helps us create a personalized investment plan for you.

In investing, the risk is the chance that an investment will lose value. Different investments have different levels of risk. For example, stocks are generally riskier than bonds, but they also have the potential to earn higher returns.

How Do We Assess Risk?

There are several ways to assess risk. We use a questionnaire that asks about your investment goals, time frame for investing, tolerance for losses, and other factors. Based on your answers, we'll recommend a mix of investments that we believe will help you reach your goals while staying within your risk tolerance.

Why Is Risk Important?

Understanding your risk tolerance is important because it can help you avoid making too risky or too conservative decisions for your goals. For example, if you're retired and need to generate income from your investments, you may be more interested in preserving your capital than growing it. On the other hand, if you're younger and have a longer time frame for investing, you may be willing to take on more risk to pursue higher returns.

What Are The Benefits Of Our Service?

There are many benefits to working with Womack Investment Advisors. We'll help you protect your investments, understand your risk tolerance and create a personalized investment plan tailored to your unique situation. We also provide ongoing support and advice to feel confident that your investments are on track.

We Are Reliable: You can trust us to provide honest, objective advice in your best interest. We are a fiduciary, which means we always put your interests first.
We Have Experience: We have been helping clients reach their financial goals for decades. Our team of experienced professionals has the knowledge and expertise to help you navigate the financial markets.
We Offer Personalized Service: We get to know you and your unique situation so we can provide customized advice and service. We understand that everyone's financial situation is different, and we'll work with you to find the best solutions for your needs.

Some people are more risk-averse than others. And when it comes to investing, that can make a big difference in how your portfolio performs. That's why it's important to have a personalized risk assessment done before you start investing to ensure the protection of your assets. Therefore, if you're looking for a place to get one done, Edmond, OK, is a great option.

At Womack Investment Advisers, we are financial advisers, and we specialize in helping people assess their risk tolerance and invest accordingly. We'll work with you to understand your goals, risk tolerance, and investment options. Then, we'll create a personalized plan that fits your needs.

We get it if you have questions, so feel free to reach out any time.

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Retirement Planning

Regardless of your age, now is the time to begin careful planning for those "golden years" of retirement, particularly in light of today's rapidly changing and unpredictable workplace.

Womack Investments Advisers can guide you through the maze of retirement considerations, helping you understand the ramifications and possibilities of 401(k) investment limits, Roth IRAs, individual investments, savings, pensions, Social Security, healthcare needs, early-retirement opportunities, and individual lifestyles.

Womack Investment Advisers takes seriously its fiduciary responsibility and works with you to maximize the retirement benefits you already have. Careful retirement planning will determine how much is "enough" for a worry-free retirement.

Read more about our retirement planning here.

Insurance Planning

Whether you are protecting your income, home, or life, effective insurance planning can keep you adequately protected in case of an accident, illness, or other situations that could adversely affect your financial wellbeing.

Womack Investment Advisers has a commitment to effective insurance planning, directing you toward the type and level of coverage you need and away from what you don't. We can advise you in obtaining the best type of coverage for your situation. We will guide you carefully as you determine the insurance levels that will offer you the best, worry-free coverage for your family and estate.

Read more about our insurance planning here.

Portfolio Management

Like most people, you probably don't think much about your financial future. After all, there's always tomorrow, right? Wrong. The time to start planning for your financial future is now.

No matter how much money you make, it's essential to have a plan in place for what you'll do with it. That's where financial advisors come in. Financial advisors can help you create a budget, set financial goals, and invest your money wisely.

Womack Investment Advisors is the financial company you were looking for to assist for your future. We are licensed and experienced professionals offering a variety of services; whatever you need, we'll be able to handle it.

Read more about our portfolio management here.

Estate Planning

Estate planning allows you to set up trusts, make arrangements for care if you should become incapacitated, name a guardian for your children and even determine what kind of medical treatment you'll receive if there's ever a time when you can't make those kinds of decisions yourself. Estate planning can also include charitable contributions and offers tax-saving strategies as well.

If you want to make sure your family receives your assets the way you intended, while paying minimal taxes, schedule an appointment with one of our financial advisors and we'll be more than happy to assist you.

Read more about our estate planning here and here.

Investment Planning

Womack Investment Advisers offers a disciplined, carefully determined approach to your investment planning process in order to help you achieve your overall investment planning goals.

We begin by laying the groundwork for success by determining your individual needs and goals. Then we carefully construct a sensible portfolio to balance them.

We help you assess your risk tolerance and overall financial situation; then guide you in constructing a portfolio coupled with a suitable risk management plan to counter today's tumultuous, unpredictable stock and fund markets. Over the years, this solid investment planning approach has proven very effective, resulting in high levels of client satisfaction.

Read more about our investment planning here.

Integrated Planning

Womack Investment Advisers possesses the tools needed to assist you in seeing your financial picture as a whole. Having a comprehensive, integrated financial plan will allow you, the customer, to take control of your situation and have less financial stress.

We will help you see how each aspect of your portfolio can affect everything else. How planning for your retirement, for instance, might affect your tax and estate planning.

Through our expertise, we can make sure all the pieces are coordinated and work in concert so your financial dreams may be realized and you may achieve a feeling of genuine security. Our mission is to help you meet your life’s goals.

Read more about our integrated planning here.

Tax Planning

Planning for tax day? April 15th may be the most important aspect of good financial planning. Womack Investment Advisers have the expertise to help you deal with your tax situation carefully and intelligently, locating and helping you take advantage of any tax breaks the IRS allows.

Our effective, personalized approach will guide you through IRS forms, regulations, and requirements, taking into account tax credits, deductions, contributions, medical expenses, and life changes.

We will help you develop a good tax-planning strategy to help ease your tax burden and maximize your chances for a significant refund.