Adam J. Leavitt

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  plans.myinfo-healthinsurance.com/California_Health_Insu - [Cached Version]
  Published on: 4/8/2007    Last Visited: 10/10/2007  

  "Sometimes an individual's desires are muddled in the legalese," points out Adam Leavitt, president of Red Rock Financial Advisory in Tulsa. more...

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  www.yst.org/yst/Board_Members.asp?SnID=364598081 - [Cached Version]
  Published on: 5/15/2009    Last Visited: 5/15/2009  

  Adam Leavitt Hogan & Slovacek, P.C. Vice President Development

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  private.myinfo-healthinsurance.com/Low_Cost_Health_Insu - [Cached Version]
  Published on: 3/27/2007    Last Visited: 3/27/2007  

  "Sometimes an individual's desires are muddled in the legalese," points out Adam Leavitt, president of Red Rock Financial Advisory in Tulsa. more...
  
  The More You Know - GovExec.com

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  private.myinfo-healthinsurance.com/Business_Health_Insu - [Cached Version]
  Published on: 3/27/2007    Last Visited: 3/27/2007  

  "Sometimes an individual's desires are muddled in the legalese," points out Adam Leavitt, president of Red Rock Financial Advisory in Tulsa. more...
  
  Business briefs - Poughkeepsie Journal
  
  "E-mail often doesn't satisfy legal requirements, and it's usually 99 percent ineffective," she says.

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  money.cnn.com/2007/12/26/pf/funds/strategies_lewis.mone - [Cached Version]
  Published on: 1/8/2008    Last Visited: 1/11/2008  

  Their first investment goal - and the foundation of a safe financial plan - is to build up their emergency fund, says Tulsa financial planner Adam Leavitt.
  
  He suggests using half their excess cash flow - the Lewises have $2,400 left over every month after paying their bills - to boost their rainy-day fund to more than $20,000.
  
  The couple should also use David's bonus and outside income as an author to retire debt.Paying off high-interest credit cards is especially smart in an uncertain market, when it's unclear what you can expect from stocks.
  
  70 great funds
  
  To supplement her small retirement account, Jodi should also open a Roth IRA, contributing the $5,000 maximum for 2008, Leavitt says.
  
  And he suggests opening a taxable investment account with money left over, which the couple have already done.
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  Leavitt suggests a simpler mix of seven, anchored by blue-chip choices like Vanguard Growth Index (VIGRX) and Vanguard Value Index (VIVAX).
  
  And even though the Lewises know all too well the risks involved in a shaky market - after seeing a $5,000 investment Jodi made in Williams Communications at age 19 shrink to 87 cents, the couple need to stay aggressive.
  
  Leavitt says 90 percent of their investments should be in equities, with the remaining 10 percent in bonds.

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  www.hscpa.com/shareholders.html - [Cached Version]
  Published on: 9/2/2007    Last Visited: 9/2/2007  

  Adam Leavitt J. Dean Wyatt

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  BenefitStreet - Company - News - 2004 - Red Rock... - [Cached Version]
  Published on: 10/2/2008    Last Visited: 10/2/2008  

  For more information, contact Adam J. Leavitt, CFP or Curtis Matlach at 918-742-0180 or visit www.RedRockfa.com.

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  BusinessWeek Business News: Parents' Day in the Sun -... - [Cached Version]
  Published on: 1/31/2005    Last Visited: 5/14/2006  

  "Sometimes an individual's desires are muddled in the legalese," says Adam Leavitt, president of Red Rock Financial Advisory in Tulsa, Okla.

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  Hogan & Slovacek - A Professional Corporation -... - [Cached Version]
  Published on: 8/24/2009    Last Visited: 8/24/2009  

  Adam J. Leavitt, CFP

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  Hogan & Slovacek - A Professional Corporation -... - [Cached Version]
  Published on: 3/11/2009    Last Visited: 3/11/2009  

  Adam Leavitt Hogan & Slovacek - A Professional Corporation - Certified Public Accountants Hogan & Slovacek - A Professional Corporation - Certified Public Accountants
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  Adam Leavitt
  
  Tulsa, Oklahoma 74136
  ...
  Adam joined Hogan & Slovacek in August 2006 to provide wealth management services through the firm's wholly owned subsidiary, Disciplined Investments, LLC. Prior to joining the firm, Adam worked in a similar capacity with Red Rock Financial Advisory, LLC. Adam graduated magna cum laude from Oral Roberts University where he was recognized as the finance student of the year and obtained an MBA from Oklahoma State University. In addition to comprehensive planning and asset management, Adam has experience with trusts, real estate, qualified retirement plans, and property management.
  
  He is a Certified Financial Planner™ and a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA), an organization for Fee-Only comprehensive planners embracing their fiduciary responsibility to clients. Adam is a member of the Southeast Tulsa Rotary club, a board member of Emergency Infant Services, a Leadership Tulsa graduate, and an advisory council member of Young Professionals of Tulsa.

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