Of the many principles that guide our work, the most important is trust. That means we start with listening to our clients, before speaking. Our goal is to understand you, your needs and expectations. Before offering any recommendations, we carefully consider your liquidity, risk tolerance, income requirements and time horizons.
We ensure that all of our clients meet or exceed their retirement objectives, by developing individually tailored lifetime retirement plans that ensure you will never outlive your income, no matter the market direction or how long you live. Our mission: To Protect and Grow Family Wealth! We are an independent financial planning firm in south Oklahoma City. We focus on creating income plans and operate as fiduciaries that serve our clients for their best interest. We offer insurance investments through Retirement Income Strategies, LLC and securities through Investment Strategies, LLC. We have been named as one of the Top 5 Financial Planners from The Oklahoman Reader’s Choice Awards for the last six years. Both of our advisors have been on local news stations and contributed to national news stories. We record weekly podcasts on a variety of retirement planning and financial topics and regularly host educational seminars on retirement planning, social security benefits and investments.
President, Investment Strategies, LLC
Rhett Wood was recruited to New York Life in 2011 where he worked for two years. During this time, he received both his insurance and security licenses. Rhett graduated with a Bachelor of Science from Southern Nazarene University and became an independent advisor with Retirement Solutions. In 2017 Rhett became the president of Investment Strategies, a registered investment advisory firm in Oklahoma City. Then in 2019 started his own insurance agency called Retirement Income Strategies. Rhett has a passion for helping others reach their retirement goals, because of this he conducts numerous retirement planning programs and has been featured on many local television stations and co-hosts a weekly podcast with Mark Rose. Rhett was an award recipient of the 2018 Oklahoma NextGen under 30 award for finance. He serves his clients in a fiduciary capacity as an Investment Advisor Representative and also as a licensed Insurance Agent. He attends Woodland Hills Baptist Church and lives in Blanchard, OK on a family ranch where he raises Scottish Highland Cattle.
Investment Advisor Representative, Investment Strategies, LLC
Mark Rose joined the team in 2015. He is a native of Ardmore, OK and earned both his bachelor’s and master’s degrees from The University of Oklahoma. Mark serves his clients in a fiduciary capacity as an Investment Advisor Representative who holds his Series 65 Securities License, specializing in Social Security maximization and retirement planning. Mark has a strong background in teaching and enjoys helping his clients learn about retirement planning. He has been married for 23 years, has two daughters and attends Emmaus Baptist Church in South Oklahoma City.