Trust Company of Oklahoma

09/01/2026

Holding onto tax returns from 2012 "just in case"?

Clutter isn't security. Knowing what to keep, what to digitize, and what to shred is.

We put together a clear guide to document retention so you can simplify your records and protect your financial privacy with confidence.

Read the full breakdown: https://www.trustok.com/simplify-your-records-a-smart-guide-to-document-retention/

Retirement is often viewed as a financial destination, but in reality, it’s the beginning of a new phase of life. The first year of retirement is when years of saving, investing, and planning are put into practice. While many retirees focus on the freedom retirement brings, financial planning rema...

08/11/2026

We are proud to partner with the Oklahoma City Nonprofits in Action Podcast to spotlight the meaningful work happening at Positive Tomorrows.

Stream the latest episode to learn how their team is supporting Oklahoma children and families experiencing homelessness and providing stability for the future.

https://www.okcnonprofitspodcast.com

Trust Company Oklahoma: Intentional Wealth Management.

07/31/2026

Retirement is not a finish line. It is the start of a brand-new chapter.

As you transition from a saving mindset to a spending mindset, having a clear roadmap makes all the difference. Our latest article covers key ways to manage cash flow, navigate healthcare, and align your resources with your personal goals.

Download our First-Year Retirement Financial Planning Checklist within the post to evaluate your readiness: https://www.trustok.com/the-first-year-of-retirement-turning-your-financial-plan-into-reality/

Trust Company Oklahoma: Intentional Wealth Management.

07/20/2026

We are proud to support the OKC Nonprofits in Action Podcast and highlight the incredible work being done by our friends and clients at Sunbeam Family Services.

Tune in to hear CEO Sarah Rahhal and Angie Gaines discuss how they are strengthening families across Oklahoma.

https://www.okcnonprofitspodcast.com/sunbeam

Trust Company Oklahoma: Intentional Wealth Management.

Our latest episode features Sunbeam Family Services as we talk with CEO Sarah Rahhal and Angie Gaines about the various ways Sunbeam is strengthening families throughout Oklahoma!

This episode is sponsored by the generous support of Trust Company Oklahoma.

Find this episode on your favorite podcast platform or on YouTube!

Go to www.okcnonprofitspodcast.com/sunbeam for all relevant links.

07/16/2026

True financial stewardship looks decades ahead, not just days.

At Trust Company Oklahoma, we help families protect, build, and transition wealth with absolute continuity and purpose. Because the ultimate return on your wealth should be peace of mind.

That is Intentional Wealth Management. That is the Trust Company Oklahoma standard.

07/13/2026

We have officially reached the midpoint of 2026!

Before the busy rhythm of the fall and holiday seasons begins, July offers a natural window to pause and evaluate your financial trajectory. A mid-year course correction is less about major overhauls and more about proactive stewardship. Take a moment this week to:

• Review year-to-date income and align it with your overall tax strategy.
• Evaluate progress on your annual wealth accumulation and savings goals.
• Check investment allocations to ensure they still mirror your long-term objectives.

Spending a few minutes on a financial checkup now ensures your strategy remains steady for the remainder of the year.

Ready to review your progress alongside a trusted advisor? Reach out to the TCO team today.

07/09/2026

Today we had the honor of touring Parkside Tulsa's facility and seeing firsthand the incredible work happening every day to care for children, adolescents, and families across Oklahoma.

What stood out most was the dedication of the people. Every space, every program, and every conversation reflected a deep commitment to providing compassionate, specialized mental health care when it is needed most.

We are honored to support organizations that respond to the needs of our community with purpose, compassion, and leadership.

07/07/2026

Is your umbrella big enough?

An effective wealth strategy requires regular coordination between your estate plan and your liability coverage. Because determining the right amount of umbrella insurance depends entirely on your specific asset structure and lifestyle, a periodic review is essential for proper stewardship.

In our new article, the TCO Insights Team shares how to evaluate your exposed net worth and ensure your asset protection strategies work together seamlessly.

Read more on the blog:

During your working years, liability protection is often viewed through the lens of future earnings and income potential. Retirement brings a different perspective. As income from employment becomes less central, the focus shifts toward preserving accumulated wealth, maintaining financial flexibilit...

07/04/2026

Wishing our clients, friends, and neighbors a safe and happy Independence Day!
We hope you enjoy a wonderful holiday with family and friends!
Trust Company Oklahoma: Intentional Wealth Management.

06/30/2026

The results are in for the TCO Pi(e)-lanthropy Playoff!

In March, our managers went head-to-head in a bracket-style fundraiser for local nonprofits. After weeks of fierce competition across our Tulsa and OKC offices, Stacey Curtis took a pie to the face, but her chosen charity took the win.

We are thrilled to officially deliver the funds to Food On The Move. Tulsa is incredibly fortunate to have their team on the ground, transforming local food systems and directly fighting food insecurity through community markets and mobile resources.

Here is Stacey Curtis presenting the check to Tina Parkhill to support that vital work. Thank you to our amazing team at Trust Company Oklahoma for making this fundraiser a massive success.

Intentional Wealth Management. Exceptional Community Impact.