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Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.


About Us

As a retirement income planning firm in Oklahoma, Retirement Benefit Advisors, LLC, and Steve Bowlds Advisory, LLC, were founded to work with pre-retired, retired and conservative investors. We focus on wealth management, investing, financial and retirement planning, insurance strategies, and Social Security planning. Retirees receive our help for a better retirement through our fee-based asset management, always ensuring their individual needs remain our top concern.

We understand that retirees face many important decisions that can affect their long-term financial goals. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. With 90% of our clients being retirees and having similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Our Team

Steve Bowlds

Steve Bowlds, RICP®

Retirement Income Certified Professional®

Elizabeth Meridith

Elizabeth Meridith

Executive Assistant

Madeline Meridith

Madeline Meridith

Administrative Assistant

Daisha Bowlds

Daisha Bowlds

Marketing Director

Our Services

Retirement

Where will your retirement money come from?

Investments

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.

Financial Estate

Effective financial estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Insurance

Insurance transfers the financial risk of life’s events to an insurance company.

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