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

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

 

Social Security: Five Facts You Need to Know

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

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

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

Bi-Weekly Payments

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

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.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

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

View all presentations arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Forecast

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Power of Compound Interest

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

View all videos arrow