Annie Tran's Colleagues at HoganTaylor Wealth
Annie Tran's Contact Details
HoganTaylor Wealth
Annie Tran's Company Details
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 ManagementOur 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 ServicesWe 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.