Oklahoma Retirement & Medicare Planning
Serving Oklahoma Seniors
Serving Oklahoma Seniors, Inc. was founded by Mark Daly in 1999, and has been established on a strong moral code of ethics. It prides itself on the values of honesty and truth, while providing reputable and knowledgeable Medicare Solutions and Safe Money Options. As an Independent Agency carrying many companies, we strive to protect Oklahoma seniors and put emphasis on providing our clients with innovative Medicare insurance programs, long term care solutions, retirement income strategies, and estate planning techniques utilizing tried and true techniques, as well as embracing new ones in an ever-changing industry.
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Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
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Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
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Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
Mark Daly
Founder & President
Mark Daly was born in Duncan Oklahoma, currently he and his wife Mariam live in Oklahoma City. They have three adult children. Mark has over 30 years of experience helping Oklahoma seniors with their insurance and financial needs. Mark’s specialty and expertise is focused on addressing the distinctive issues with Medicare, Financial Needs, Legacy and Estate Planning of those working towards retirement and those already retired. His unique creation and concept to “Circle Your Wagons” has proved to be beneficial while offering complete protection for his clients.
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Retirement Resources
Complimentary Educational Resources
Our Downloads
Navigating Medicare and Medigap Insurance
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $315,000 to cover their healthcare costs, according to one study. Unfortunately, the Medicare system can be quite complex. This leads too many retirees to overspend on healthcare expenses and receive suboptimal coverage over the span of their retirement. Don’t pay more than you should for the health services and coverage you deserve! Read this guide to learn about:
Our Blog
Inflation’s Impact on Your Retirement
Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While [...]
From Gold to Fiat Currency to Your Retirement
For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome [...]
Rethinking the Million-Dollar Retirement Benchmark
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
