To view a gallery of useful educational videos, click here.


Financial Resources


Reset All Filters
Filter
How to help mitigate the negative impacts of market swings
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Markets & Investing
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
View
Read
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
The wealth transfer: financial literacy and family values
Build a foundation for financial values long before any money changes hands.
Family & Lifestyle
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
Read
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
Read
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Read
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
High-value estates may merit a corporate trustee's expertise
A dedicated executor or trustee can help unburden your loved ones.
Estate & Giving
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Scissortail Wealth Management is an investment adviser registered under the Investment Advisers Act of 1940. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user.

Sophisticated wealth management
LET’S CONNECT

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory Services are offered through Scissortail Wealth Management an SEC-registered investment adviser. Level Four Financial, LLC and Scissortail Wealth Management are separate entities.

Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Privacy Policy - Form CRS


© 2019 Scissortail Wealth Management