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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


Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

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

Impact of Taxes and Inflation

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

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

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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