wiseradvisor

Steve  Bowlds
Retirement Benefit Advisors

Tel: (918) 245-4012
212 North Main Street
Suite 201
Sand Springs, OK 74063
Retirement Benefit Advisors | Financial Advisor in Sand Springs ,OK

About Retirement Benefit Advisors

Our firm focuses on helping clients plan for their retirement. In other words, we help you work toward financial independence by encouraging a savings plan, educating you on options for retirement income and helping you to understand how to protect your retirement nest egg. We work with you to develop a comprehensive financial plan to identify your needs for your desired retirement age and lifestyle.

The Ohana FORMula is our proprietary process that allows our firm to help our clients achieve financial independence. We help successful families and individuals develop a cohesive path for successful and stress free retirement.

We will also focus on the preservation of your wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map for navigating toward his or her individual financial goals. Our ability to confidently work with you in the face of changing economic times is a tribute to thorough planning methods.


General Information

Firm Start Year:   1998
No.of Employees:   2-4
Insurance License#:   47468
States Licensed in:   OK
Number of Years with Current Firm:   23
I work with the following types of clients:   Businesses, Individual Investors
Foreign Languages Serviced:   English


Services

Investment Types:   Stocks, Mutual Funds, Bonds, Insurance, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, Via email, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Accident, Long Term Care, Annuity, Health


Firm Information

Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   57
Advisor's Number of Planning Clients:   57
Assets Managed by Advisor:   7000000


Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000.00
Compensation Methods:   Commissions, Based on Assets
Fee % Based on Assets:   1.2
Minimum Fee Charged for Managed Accounts:   .50


Steve  Bowlds

Steve  Bowlds

RICP

Both of Steve's grandmothers were proud and hardworking, and it was not their plan to end up in nursing homes for the remaining years of their lives, but they did. Steve had wished differently for them, and this became his calling. It is his goal and mission in life to educate retirees on how to properly plan and prepare for retirement.

Steve started his career in the financial services profession in 1979 advising seniors and retirees in northeast Oklahoma on Medicare and the importance of long-term care. He is motivated to educate seniors and his peers on the importance of managing risk in retirement, because he believes that's missing among today's retirement income planning professionals.

Steve has earned the designation of Retirement Income Certified Professional® from the American College of Financial Services. This allows him to better serve retirees and pre-retirees seeking professional retirement income planning advice. This designation allows him to continue offering the level of professional and comprehensive service that he believes every retiree should have.

Steve also conducts educational workshops on risk management and comprehensive retirement income planning.

He has served on the local and state boards of the National Association of Insurance and Financial Advisors (NAIFA) as a past state president and past president for the Tulsa chapter.

In his spare time, Steve loves traveling and spending quality time with his wife Sharon of 45 years. They have two children and three grandchildren. He is an accomplished martial artist and enjoys going to the gym and running with his dogs, Comet and Ace.

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My Services

Financial Advice & Consulting

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The Ohana FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.


Financial Planning for Individuals

The Ohana FORMula focuses on the three D's Discover What do you want to accomplish? What is essential to you? Design How will we get you there? What services are the best fit for you? Deploy Financial and legacy planning Product and risk assessment and fit Ongoing continuous service Building a lasting relationship


Retirement Planning

We understand that retirees face many important decisions that can affect their long-term financial goals. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. With 90% of our clients being retirees and having similar concerns, we are in an advantageous position to approach such challenges with experience and skill.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 1:00 PM

Communities Served

Broken Arrow Cleveland
Collinsville Drumright
Glenpool Hominy
Jenks Jennings
Kellyville Kiefer
Mannford Mounds
Oakhurst Oilton
Osage Owasso
Prue Sapulpa
Skiatook Sperry
Terlton Tulsa
Tulsa and Surrounding Communities