Donna Garland

Ever thought of converting your IRA to a Roth IRA? Corrections are a great time to consider converting pre-tax assets. Call me if you would like to discuss this further. Always remember to consult your tax professional before making any changes that could impact your tax situation.

To my clients, I have been reaching out to as many of you as I can daily. If you have not yet heard from me and would like to talk, I am available! I welcome your calls, concerns and questions. We will get through this. I am here for you. I truly appreciate each and everyone of you. Call my direct line (405)408-7467 anytime. If you get my voicemail, I will call you back ASAP.

Have you made any goals for 2020? Did you write them down? Did you tell anyone about them? When you complete a goal, how do you celebrate? I have found, for me, if I write it down and tell someone, I tend to work in that direction. Sometimes deliberately. Sometimes it would seem accidentally I achieve what I set out to do. Financial goals can be particularly daunting. Getting there accidentally really isn't a solid plan. Having a written plan and a deliberate course of action are paramount. Do you have a plan for your financial goals or are you winging it? Together, we can develop a plan to define, evaluate and monitor your financial goals. Because accidentally achieving a financial goal just really isn't a good plan.

I have always wanted to help others. That is one thing I have known my whole life. HOW I would help others was the question. My career as a Financial Advisor has helped me realize this in ways I could have never imagined. I do not take this role lightly. I appreciate each and everyone of you who are clients. You give back far more to me than you might realize. It is with great pride that I let you know I have completed my Accredited Asset Management Specialist designation! It is because of you that I continue to grow and pursue my education so that I can better serve you. Cheers!

Science suggests that first impressions can last for months and those months can have important consequences when starting a new job. Here’s how to navigate personal questions around the water cooler.