Auctus Legacy | Oklahoma City, OK | Our Financial Services

At Auctus Legacy, we have the freedom to focus solely on your objectives and financial goals. LPL does not have proprietary products or product sales goals, which means we are free to recommend strategies we believe will best serve you. You have access to Auctus and LPL subject-matter experts and experienced professionals who will partner together to ensure that we develop solutions to even your most complex needs. Our robust suite of capabilities includes the following:

Investment Strategies

Customized investment strategies
Tax-sensitive investing
Alternative investments
Hedging strategies
Environmental, social, and governance (ESG) investing
Market and economic insights
Comprehensive reporting
Concentrated equity solutions

Philanthropic planning

Strategic philanthropic planning
Income tax coordination
Charitable trust design
Foundation creation and administration
Donor advised funds

Estate Planning

Estate planning strategies
Controlled asset transfer techniques
Estate and inheritance tax planning
Wealth preservation strategies

Income Tax Planning

Customized tax strategies,
Comprehensive analysis
Proactive scenario evaluation
Coordination with tax professionals

Business Owner Services

Succession planning
Strategic tax planning
Liquidity planning
Contingency planning
Buy/sell advisory
Valuation services

Risk Management & Insurance Planning

Asset protection planning
Incapacity planning
Insurance planning
Concentrated asset risk management
Property and casualty insurance review
Cyber and physical security specialist referrals

Banking & Lending

Cash sweep with FDIC coverage
Bill pay
Cash management and checking options
Securities-based lending
Specialty financing

Family Learning & Engagement

Planning and facilitation of family meetings
Next-generation learning and engagement tools
Family history and values planning
Family mission statement design

Trust services*

Trustee services
Revocable and irrevocable trusts
Charitable trusts and private foundations
Special needs trusts
Asset protection trusts
Trusteed IRAs
Life insurance trusts
Estate settlements
Estate guardian/conservator

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*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.