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Retirees

As a retiree, you undoubtedly have plenty on your mind when it comes to your finances. For instance, how do you continue to grow your legacy? Who is best suited to enact your wishes as your estate's trustee? What are the best strategies to safeguard your wealth for beneficiaries? We can help address those types of concerns so you can enjoy the fruits of your labor.

Services we offer include:

  • Investment management.
  • Income tax review and strategic planning.
  • Estate planning and coordination with attorney.
  • Charitable planning.

© BOK Financial Private Wealth, Inc., a subsidiary of BOK Financial Corporation.

BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiary Cavanal Hill Investment Management, Inc., an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE