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Home | Wymer Brownlee MENU Home Financial Services The 8 Wealth Management Issues? The 8 Wealth Management Issues? - Video Resource Advisors Calculators Tax and Accounting Tax Accounting Management Tax Resources Consulting Human Resources Information Technology Small Business Consulting Consultants Who We Are How We Help Our Team History Mission and Values In the News Social Responsibility Community Involvement Community Sponsorship Request Form Client Resources Library Glossary Calculators Account Access Careers Benefits and Culture Career Opportunities Serving Clients for 45 Years With more than 50 employees in 2017, the company mission of changing lives and exceeding the expectations of our team and clients is stronger than ever. Learn More Client Resources Learn more about topics you're interested in. Our client resource library includes articles, calculators, presentations and videos. Learn More What is Your Legacy? Wymer Brownlee works with you through 8 wealth management issues. Learn More A Holistic Approach to Financial Services What do we mean when we say a truly holistic approach? Over the years, we have found that our best clients experience the most beneficial relationship with our firm when they allow our team of professionals to serve as a trusted partner in their lives and in the full array of complex financial decisions they face. At Wymer Brownlee, our holistic strategy combines a strategic understanding of our clients’ goals with careful consideration of each element in their financial lives. Encompassing both tax planning and investment management, we can utilize our professional expertise and comprehensive resources to provide a unique solution to the needs of our clients. We firmly believe our client service model will provide the dedicated support and guidance of a trusted team of professionals, focused on your path to true wealth as we work together to strengthen your financial future. Investment and financial planning services are offered by Kyle Brownlee, John Mansfield, Vaughn Holcer, Stephen O'Neill, Chuck Lipps and Aaron Waters through their affiliation with HD Vest. Wealth Management Financial Planning Tax Planning & Preparation Business Accounting Business Consulting Professional Team Tax Alpha You may ask, what is tax alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan. Estate Planning with 529 plans Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. One of the hardest parts of financial planning is balancing conflicting goals and needs, and this is rarely more evident than when it comes to planning for your children's college expenses. Small Business Retirement Plans Welcome to another installment of Tax Alpha. We’re going to dive into how you can choose tax - savvy retirement plans for your small business. Get started exploring which retirement plan best fits your specific circumstances. Contact Office: 580.237.0060 Fax: 580.237.0092 info@wymerbrownlee.com Sign up for my Newsletter Name Email Sign Up Thank you! Error processing your request. Please try again at a later time. Market Summary The data below reflects the previous day close. ^INX,^OEX,^IXIC,^TNX ^INX Market data provided by xignite. Have A Question? Name Email Address Question Thank you! Oops! We change lives and inspire "True Wealth" – one person, one family, one business at a time. Locations Enid · Fairview Oklahoma City Tulsa · Bartlesville Download Our Free App We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us. Helpful Content Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. The Half Million Dollar Baby The true cost of raising a child may be far more than you expect. Articles Calculators Presentations Videos The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance. A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance. When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial? Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. View all articles My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates. Can I Refinance My Mortgage? This calculator can help determine whether it makes sense to refinance your mortgage. Saving for College This calculator can help you estimate how much you should be saving for college. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. Saving for Retirement This calculator can help you estimate how much you may need to save for retirement. Lifetime of Earnings Estimate how much you have the potential to earn during your working years. View all calculators Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. 5 Smart Investing Strategies There are some smart strategies that may help you pursue your investment objectives Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Long-Term-Care Protection Strategies The chances of needing long-term care, its cost, and strategies for covering that cost. Keys to Investing for Retirement There are some key concepts to understand when investing for retirement Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan. View all presentations Jane Bond: Decoding Diversification Agent Jane Bond is on the case, discovering how bonds diversify a portfolio. Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering. Women and Retirement Women must be ready to spend, on average, more years in retirement than men. Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place ...

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