Rod Moore Email & Phone Number

If you are approaching retirement, you want to know three things about your finances. 1. Will your money last as long as you do?2. Can you spend some of the money you have now, or should you scrape by just in case?3. If something catastrophic happens in the market, what happens to your income?There’s actually a fourth concern you need to address as well—is there a tax bomb hidden in my current financial plan that could wipe out most of the work I’ve done already? I’m Rod Moore, and I take an independent approach to financial planning. I use tools available from investing, insurance, and taxes to put together a solid plan for your retirement years. So, you don’t worry about living too long or wonder if it’s okay to spend your money. You worked hard for your money and with the right plan you’ll live in contentment and security through your golden years. I’ve been in business for 30 years, long enough to know the math and the strategies of financial planning, and long enough to know that if I can’t put myself in your shoes I shouldn’t earn your business. I understand how uncertainty creates worry and how hard it is to navigate the change from socking away money to spending from your nest egg. Here’s what you can expect from me. I won’t send you down a long hall to talk to a “team-member” half your age who specializes in something I don’t understand. It’s just me. You meet with me, I give you the information to make a plan and I help you take action on the plan. It never costs you any money to have a conversation with me, but I can answer most of your questions in one of my retirement training classes, which I hold regularly on college campuses here in Oklahoma. As far as that tax bomb I mentioned, sign up for one of my classes and you’ll learn if you’re at risk. I look forward to meeting you. Call 405-650-2890 today.

Listed skills include Retirement, Retirement Planning, Fixed Annuities, Long Term Care, and 11 others.

• President

  Moore Tax And Financial Services

  Apr 1990 - Present

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  Oklahoma State University

  Business Administration