Broker Check

2530 East 71st St
Suite E
Tulsa, OK 74136-5577

DCH Financial Services

(918) 496-0777

 
Interest Rates: How Low Can They Go? When Do You Need a Will? Ready for Retirement? Charitable Giving: Smart from the Heart

Dedicated to Providing Quality Services

Since 1992, the professionals at DCH Financial Services, Inc. have assisted numerous individuals in addressing their financial goals. Whether interested in debt reduction, college planning or retirement strategies, we can provide invaluable service and help you with your investment goals.

The professionals at DCH Financial Services, Inc. can help you with budget planning, college savings and college plan assistance, retirement consulting, 401k and 403b rollover assistance, estate planning and life insurance reviews.

Helpful Content

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

From Boats to Brokers

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Rightsizing for Retirement

What does your home really cost?

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