Purposeful Wealth Transfer Planning
Originally published in Forbes on August 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 In a prior article, I wrote about the need to be purposeful in estate planning and proposed that the family culture...
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Coronavirus Aid, Relief and Economic Security (CARES) Act Summary
On March 27th, President Trump signed the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act) into law. The 880-page CARES Act includes multiple provisions that will impact Argent clients. Some highlights include: INCOME TAX FILING DATE...
AmeriTrust Appoints Kenny Brown Jr. as Vice President, Business Development
Tulsa wealth management firm also welcomes Jason Simpson as portfolio manager MEDIA RELEASE Contact: Taryn Clark | 405.848.8899 TULSA, Okla., March 24, 2020 – AmeriTrust announced today that Kenny Brown Jr. has been promoted to vice president, business development....
Is Now a Good Time To Refinance My Mortgage?
Answer these 5 questions to determine if refinancing makes financial sense BY: KENNY BROWN, Jr. Vice President / Business Development, AmeriTrust & LAURIE SAINT, CPA® Assistant Vice President / Financial Planning, AmeriTrust Investment Advisors Laurie Saint...
“First, Do No Harm” AmeriTrust CEO Harvie Roe Discusses His Career and Investment Philosophy
BY: HARVIE ROE President, AmeriTrust (918) 610-8080 Harvie Roe, CFP®, is a pioneer in the field of fee-only financial planning, having worked since 1982 as a fiduciary for clients in his hometown of Tulsa, Oklahoma. He joined the Argent family in mid-2018 when...
Trip of a Lifetime: Preparing Your Financial Road Map
BY: LAURIE SAINT Assistant Vice President, Financial Planning (405) 608-8007 Close your eyes and think back to the first time you were given a set of car keys. I imagine you felt a little bit like I did: a combination of excitement, freedom and a tiny bit of fear....
4 Succession Planning Tips: How to Transition the Family Farm or Ranch to the Next Generation
BY: BRUCE CARSON Vice President, Relationship Manager (405) 608-8662 | bruce@heritagetrust.com It is a life-changing experience when children receive a family farm or ranch from their parents. For many families, their farm or ranch is not only their largest financial...
AmeriTrust and Heritage Trust Deep Oklahoma Roots: Past, Present and Future
BY: BOND PAYNE Chairman, Heritage Trust Company & Vice Chairman, Argent Financial Group (405) 608-8622 | bond@heritagetrust.com The official history of Helmerich & Payne (H&P) recounts the beginning of a model partnership and friendship that began in 1920....
Oklahoma Company Now Part of Largest Independent Trust-Based Wealth Management Company in the South
RUSTON, La., July 3, 2018 – Tulsa, Oklahoma-based AmeriTrust Companies announced today it is merging with Argent Financial Group, the largest independent trust-based wealth management company the South. With this merger, Ruston-based Argent now has responsibility for...