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


Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

 

The Best Apps in Travel

Technology tips to make your next trip even better.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

Retirement Plan Distributions

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

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Ready for Retirement?

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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