Let Our Certified Financial Advisors Help You Live Out Your Retirement Dreams
Schedule a Meeting With Taylor Fialkowski or Call 918-610-8206
Planning for your future starts today.
We offer many different wealth management services, including managing hedge funds and mutual funds, helping with estate planning, and offering expert insurance advice.
We act as your guide throughout your financial planning journey.
We act as your guide throughout your financial planning journey.
We act as your guide throughout your financial planning journey.
We Know Trust
is Earned
Your wealth is the result of your hard work and dedication to what matters most.
Who Is As Critical As What.
We treat you like part of our family so you can focus on what matters most.
Our advisors believe that you’re worth more than your wealth, and we’re committed to treating you as such. Financial Solutions take pride in helping lead families into their financial future.
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
strong and where there’s opportunity for improvement.
What Can
You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
We’ll Plan for the Whole Journey, Together.
The Financial Solutions Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Financial Solutions is About Family
Financial Solutions Location
Tulsa, Oklahoma
5100 East Skelly Drive Suite 145
Tulsa, OK 74135
Contact Us: (918) 610-8206
Fax: (918) 610-8519
tayfinancialsolutions@gmail.com
