Our 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!

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.

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.