Flow Charts/Checklist

CLEARLY DIFFERENT INVESTMENT MANAGEMENT

“If you procrastinate when faced with a big difficult problem…break the problem into parts, and handle one part at a time.”

Robert Collier

The Perissos Retirement Resource Center

Financial Planning and Investment Management are often overwhelming when we try to do everything at once.

Below you will find Checklist and Flow Charts that will help you tackle one topic at a time.

If you would like us to send you an email when we add new resources, just fill out the sign-up form and stay up-to-date with timely resouces.

Take advantage of Oklahoma’s premier retirement resource center. Sign-up to be notified when new resources are made available.

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Should I Contribute to a Roth or a Traditional IRA

April 20, 2022

Flow Chart

When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA? The answer depends on several different factors that should be considered and discussed.

Will the Distribution From My HSA Be Tax & Penalty-Free

January 12, 2022

Flow Chart

Important Numbers for 2022

December 1, 2021

Checklist

Common Retirement Plans for Small Business Owners

December 1, 2021

Flow Chart

Do you still have questions regarding our planning and investment process?

Call us at 405.212.9690 or click the ‘Let’s Talk’ button to send us a message.

Investment advisory services are offered through Perissos Private Wealth Management, an Oklahoma registered investment advisor. This site is published for residents of the United States only. Investment advisor representatives of Perissos Private Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all the services referenced on this site are available in every state and through every advisor listed.

CLEARLY DIFFERENT INVESTMENT MANAGEMENT