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 email@example.com.
We invite you to spend some time on our website and look forward to working with you.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Is your estate in order? This short quiz may help you assess your overall strategy.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making the most of surprises is a great reason to work with us.
You’ve made investments your whole life. Work with us to help make the most of them.