BY ROB MORRIS
ADDRESS: 914 SW 107th, Suite A, Oklahoma City, OK 73170 PHONE: 405-703-3858 WEBSITE: RETIREMENTINCOMEOK.COM
Retirement Income Strategies – Mark Rose
A
fter 17 years working for an oil company, a change in the economy led Mark Rose down a new career path.
to be able to sit down across the table from someone they know and trust, not just someone on the other end of an 800-number. You can develop trust and track record as you go year after year. I think that's "I was doing the work with roughnecks out in the field when a better way of doing it when people ask these important questions oil prices bottomed out in 2015," said Rose. "I had a longtime friend who about their financial future." gave me the opportunity to come and work in his business." Rose says it's always a great idea to begin As Rose explored the world of financial planearly when it comes to investing. ning, he found himself passionately drawn to the challenge of helping people with the crit"I would say to the young investors, those ical task of helping people with income planfolks coming out of college or maybe in their ning, investments, and retirement. 30's, compound interest will be your best friend over the years," said Rose. "If you wait "Changing careers is always an interesting ten years to get started, that's ten years you've step," said Rose. "What I discovered over the missed building your retirement portfolio." first two years was how much I enjoyed building relationships and trust with my clients. It But even if you're late to the game, he says didn't matter if they were coming to meet an there's still plenty you can do to help secure a insurance need or build a retirement portfolio. healthy financial future. The great thing for me was getting to know them personally and helping them figure out "I hear it at least 20 times a week, 'Man, I plans would work for them over the next 25 or should have done this five years ago,'" said 30 years or so." Rose. "My response is, 'Sure, maybe. But the great thing is that you're doing it now.' It Retirement Income Strategies is an indedoesn't matter where you are in life or your pendent financial planning firm focusing on career; today is a great day to create that increating income plans and operating as fiducome plan and look at the lifestyle you want in ciaries for clients. Rose and his partner, Rhett retirement." Woods, offer insurance investments through Retirement Income Stategies, LLC and securiWhether you're decades away from retireties through Investment Strategies LLC. ment or five years away, Rose says he's always standing by to help folks create an effective plan and direct them Rose says that being a local and independent agent allows him to to a place where they have the discipline to "work that plan." craft strategies and plans based more on each client's individual needs as opposed to being locked into products offered by one company. "I think folks are best served by coming and talking to an indepenBeing an independent agent also allows him to provide a variety of dent agent who can offer them various options and are not captive to options. maybe one particular company," said Rose. "I do a good job of digging into and researching the client and their needs to put them in the best "There are a lot of advisors for those companies who work well and possible situation as they work through and into retirement." do a good job," said Rose, "But there are also a lot of people who want 40 | MOORE MONTHLY | FEBRUARY 2022
