Who We Serve - F.I.G. Financial
Founded in 1983 in Oklahoma City, F.I.G. Financial Advisory Services, Inc., is an independent registered investment advisor serving offering wealth management services to a discerning clientele.
financial advisor, oklahoma, oklahoma city, investment management, wealth management, Rick Jurrens, CFP, Chris Jurrens, Sam Jurrens, CFA, Certified Financial Planner, Chartered Financial Analyst, Investing, Stocks, Bonds, Mutual Funds, ETFs, portfolio optimization, 401(k), 401k, advice, planning, estate planning, insurance, disability, life insurance
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Who We Serve

F.I.G. Financial serves a diverse group of clientele. Below we have outlined just a few of these groups
to help you understand how we may be able to better serve you.
Don't see a fit? Contact us so we can help.
Living on Your Nest Egg

Retiree

Being in this phase, you are now focused on making your savings and investments last. We take on the management of your investments for you, helping you protect what you have saved and potentially earn enough to fulfill all your financial goals in retirement. F.I.G. can help you look at various philanthropic opportunities that best fits you and your family’s needs. We help you withdraw your assets in the most tax-efficient manner, as well as making sure all RMDs are made to avoid any unnecessary tax penalties. Reviewing your estate plan will also be crucial at this stage. It is important to make sure everything is outlined to your wishes, and you have properly prepared for any eventual transfer of wealth. Contact us today to get the conversation started.

 

Common Issues: Philanthropic Planning, Estate Planning, Tax Planning, Transfer of Wealth
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Are you properly invested for you risk tolerance? Take our quick survey to find out! It’s free, and your financial future may depend on it.

You Are Not Alone

Widow(er)

Those who have lost a loved one make up a significant portion of our clientele, in particularly widows, and we have a unique understanding of the difficulties of dealing with finances on your own.  No matter your level of financial education, we can adjust our conversation to help you better understand.  We review or build your financial plan to make sure you are informed and prepared for the years ahead.  We are here for you.  Contact us today to get the conversation started.

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Getting Ready to Make the Jump

Nearing Retirement

Getting close to retirement can be an intimidating time. Do you have enough saved to last your lifetime? How much can you afford to spend? Is your family properly taken care of? What tax accounts should you withdraw from first? When should you file for Social Security? What about spousal benefits? Let us walk you through the process and show you what’s possible. With our robust technology platforms, we can show you how your retirement can change by tweaking certain aspects of your plan. We’ll make sure you’re properly informed and take care of the investment management for you. Contact us today for your free initial consultation.

 

Common Demographics: Energy executives, doctors and dentists, engineers, business owners, professionals, executives, and many more

 

Common Issues: Proper Insurance Protection, Estate Planning, Strong Financial Planning, Proper Budgeting, Retirement Education, Social Security, Philanthropic Endeavors
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Protecting, Saving, and Growing

Mid-Career

If you find yourself in this phase, then you have been out and working for several years now. You may have some funds ready to invest or need help with your company’s 401(k) plan. More than anything, you need some guidance on what to do next. You may want to know what insurance coverage is appropriate for you and your family. We’re here for you. Contact us today and schedule your free initial consultation. We will walk you through what we can offer and how we can help. 

 

Common Demographics: Energy executives, doctors and dentists, engineers, business owners, professionals, and many more

 

Common Issues: Saving, Children’s College, Proper Insurance Protection, Estate Planning, Strong Financial Planning, Proper Budgeting
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The Future

Young Professional

We get it. In this phase of life, it can be incredibly difficult to get help with your financial future. Most either require you to have a large amount of investable assets or want you to purchase expensive insurance or planning products. That’s not us. We know you are the future. We have created a specific program designed to help develop you into one of our ideal asset management clients. We’re willing to invest in you, and we believe our success depends on it. Contact us today to learn more. It’s important to get started on a strong foundation. Let us help.

 

Common Demographics: Young doctors and dentists, hygienists, energy professionals, engineers, physical therapists, and many more

 

Common Issues: Student Debt, Disability and Life Insurance, Saving, Budgeting, Financial Education, Inadequate Emergency Reserves, Future Planning
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Ready to get started? Contact us today for your free initial consultation.