Womack Investment Advisers, Inc.

Womack Investment Advisers, Inc. Our services: Financial Planning and Investment Advisory Services

Greg and his staff work a team of specialized professionals on holistic financial and life planning to work toward a client’s lifetime goals and ambitions. Growing one’s estate is important, but equally important is the protection of the estate from stock market losses, liability risks and excess taxation. We continually research and recommend strategies that help our clients grow, protect and mai

ntain more of their hard-earned wealth, and maximize the eventual transition of the estate to future generations

Please visit our site at: www.womackadvisers.com for more information, or call us at (405) 340-1717.

Happy Easter from Womack Investment Advisers! 🌷🐣✝️Our office will be closing early today at noon in observance of Good F...
04/03/2026

Happy Easter from Womack Investment Advisers! 🌷🐣✝️

Our office will be closing early today at noon in observance of Good Friday. We wish you a joyful, safe, and blessed holiday weekend and look forward to serving you again on Monday.

A little-known tax benefit could mean thousands in savings for Oklahoma seniors this year. If you are 65 or older, the '...
03/18/2026

A little-known tax benefit could mean thousands in savings for Oklahoma seniors this year.

If you are 65 or older, the 'One Big Beautiful Bill' has introduced a temporary senior deduction that 'stacks' right on top of your existing standard deduction. For individuals, that is an extra $6,000 off your taxable income. For married couples filing jointly where both are 65+, it is a substantial $12,000 deduction.

At Womack Investment Advisers, we focus on these strategic details so you can keep more of what you have spent a lifetime building. This stacking benefit is designed to provide immediate tax relief and financial peace of mind, but it requires specific filing to claim.

Are you taking full advantage of the 2026 tax rules? Our team is here to help you navigate these transitions from growth to income with confidence.

Visit us at www.womackadvisers.com to schedule a consultation.



For informational purposes only. Not tax or legal advice. Please consult your tax professional.

Important Update for Your 2026 Retirement Savings! 💰If you’re making catch-up contributions to your retirement account a...
03/12/2026

Important Update for Your 2026 Retirement Savings! 💰

If you’re making catch-up contributions to your retirement account and earn over $145k, there’s a new rule you need to know about.

Starting now, those extra savings must go into a Roth account (after-tax). This is a big change from the traditional pre-tax options we’re used to.

It might sound like a small detail, but it can have a big impact on your tax strategy and long-term wealth.

We’re all about making sure our Oklahoma families are prepared for whatever comes next. If you want to make sure your retirement plan is still optimized for 2026, we’re here to help!

Visit us at www.womackadvisers.com to learn more.

Planning Is Power.The markets move. Tax laws change. Life evolves.But a thoughtful strategy? That creates stability.The ...
02/27/2026

Planning Is Power.

The markets move. Tax laws change. Life evolves.
But a thoughtful strategy? That creates stability.

The best time to build a financial plan was yesterday.
The second-best time is today.

Whether you're approaching retirement, managing significant assets, or simply ready for clarity — now is the time to act.

Start building a strategy designed around your goals.

Visit womackadvisers.com to schedule a conversation.

One question every retiree should ask.What really happens to your taxes when one spouse passes away?Many couples don’t r...
02/24/2026

One question every retiree should ask.

What really happens to your taxes when one spouse passes away?

Many couples don’t realize that when one partner is gone, the surviving spouse often shifts from Married Filing Jointly to Single tax brackets.

Same income.
Higher tax rates.
Less room in lower brackets.

That means:
• Required Minimum Distributions can hit harder
• Social Security may be taxed differently
• Capital gains can feel heavier
• Medicare premiums (IRMAA) can increase

The financial impact of losing a spouse is emotional enough.
Your tax situation shouldn’t make it worse.

At Womack Investment Advisers, we help families plan ahead so surviving spouses are protected — not surprised.

Retirement isn’t just about growing assets.
It’s about protecting the person you love most.

📍 Serving Oklahoma, Texas, Indiana & Illinois

Call us today at 405-340-1717 or visit womackadvisers.com.

Plan with clarity. Retire with confidence.

Most retirement setbacks don’t happen because of the market.They happen because of:• Poor withdrawal sequencing• Tax ine...
02/20/2026

Most retirement setbacks don’t happen because of the market.

They happen because of:
• Poor withdrawal sequencing
• Tax inefficiencies
• Ignoring RMD and IRMAA triggers
• Failing to plan for widow compression
• Letting emotions override structure

Markets fluctuate.
Planning is intentional.

If your retirement strategy is built on hope instead of structure, it may be time for a second look.

Womack Investment Advisers
Planning with purpose. Contact us today at womackadvisers.com!

Start the New Year with a Smart StrategyIs a Roth conversion right for you in 2026?The beginning of the year is one of t...
02/11/2026

Start the New Year with a Smart Strategy

Is a Roth conversion right for you in 2026?

The beginning of the year is one of the most powerful times to evaluate your long-term tax strategy. A Roth conversion can potentially:

✔️ Reduce future required minimum distributions
✔️ Create tax-free income in retirement
✔️ Improve legacy planning
✔️ Provide greater tax flexibility

But timing and income thresholds matter — and every situation is different.

A smart strategy isn’t about reacting. It’s about planning.

Let’s take a look at your numbers and determine whether a Roth conversion fits your bigger financial picture.

📞 Schedule a conversation today.

🌐 womackadvisers.com

Warmest holiday wishes from Womack Investment Advisers Thank you for trusting us with your financial future. Here’s to a...
12/24/2025

Warmest holiday wishes from Womack Investment Advisers

Thank you for trusting us with your financial future. Here’s to a season of peace, and a New Year filled with wisdom, stability, and vision.

(405) 340-1717
womackadvisers.com

Begin 2026 with clarity and confidence.At Womack Investment Advisers, we deliver a higher standard in wealth advisory—bu...
12/17/2025

Begin 2026 with clarity and confidence.

At Womack Investment Advisers, we deliver a higher standard in wealth advisory—built around your goals, your future, and your peace of mind.

(405) 340-1717 | womackadvisers.com

Your future deserves intention and thoughtful guidance.As we approach 2026, now is the time to gain clarity, build confi...
12/16/2025

Your future deserves intention and thoughtful guidance.

As we approach 2026, now is the time to gain clarity, build confidence, and ensure your financial strategy is aligned with your long-term goals.

At Womack Investment Advisers, we take a disciplined, personalized approach to managing your wealth—so you can move forward with purpose.

Schedule your 2026 review today at womackadvisers.com

Start 2026 with clarity, confidence, and a vision for growth. At Womack Investment Advisers, we believe excellence begin...
12/09/2025

Start 2026 with clarity, confidence, and a vision for growth.

At Womack Investment Advisers, we believe excellence begins with a plan — and we’re here to help you position your investments for a stronger, more intentional year ahead.

Schedule your 2026 review and take the first step toward financial confidence.

Address

1366 E 15th Street
Edmond, OK
73013

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14053401717

Website

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