Broker Check

3720 East 31st Street
Tulsa, OK 74135

David Bogle

(918) 743-9861 ext. 2715

 
The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Understanding Your Financial Future

Welcome, I am David Bogle. As an Investment Consultant I have been assisting members of TTCU The Credit Union with their financial needs for the past 20 years.

Navigating today’s world of finance can be challenging. Retirement planning, Education goals, minimizing taxes, or just getting a higher return are concerns our clients seek guidance on every day. Specialized Investments has a “hands on” approach for financial guidance. We take time to get to know you and to understand your goals. Then, we do everything in our power to keep you focused on where you want to go and we advise you on how to work toward getting there.

Our company is based on the principle that understanding your current financial situation is vital to successfully making prudent decisions about your financial future.

If you have questions about your finances or wish to schedule an appointment, give us a call at (918) 743-9861 ext. 2715 or send us an email at david.bogle@lpl.com.

We invite you to spend some time on our website and look forward to working with you.

Helpful Content

Measuring the Value of a Financial Advisor

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Rightsizing for Retirement

What does your home really cost?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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