Company Name - City, State

Call Us: (918)940-3802

 
Our Objective Understanding Your Goals Our Team Approach An Approach Designed for You

Tax Strategies


We ensure that you only pay as much in taxes as Internal Revenue code dictates. We constantly monitor changes and revisions in the tax law and recommend appropriate tax saving strategies.

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U.S. Debt


Click here to view the video and learn more on the 19 trillion dollar debt and climbing.

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Wealth Strategies


We offer one-on-one guidance and a comprehensive financial plan to build, preserve your wealth and manage risk, improve investment performance and longevity.

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Understanding Today's Financial Environment

Welcome, we are Seelan Wealth Strategies LLC. Based in Tulsa Oklahoma, we provide clients with tax and wealth strategies, business consulting, retirement, estate, trust, college and protection planning, whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

  

Seelan Wealth Strategies LLC is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company Learn More


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A Cheat Sheet for Sending Your Kid to College

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Debt Stress

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Saving for College 101

Here’s a crash course on saving for college.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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