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Services

The first step in beginning a client relationship is to get to know you, your family, and your goals. Once we have identified your financial goals and learned about your current financial situation, we can begin the planning process. We view financial planning holistically, meaning that we develop an overall view of your financial picture, including how your retirement assets are integrated and work with one another.  The important thing to remember is that you are in the driver’s seat and everything we do is guided by your needs, values, and preferences.

If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan. Although all of our services are customized to fit individual client needs, here are the main services we offer:

  • Retirement Planning
  • Wealth Accumulation
  • Asset Protection
  • Tax Planning
  • Long Term Care
  • Estate Planning
  • IRA Legacy Planning
  • Trusts
  • Life Insurance
  • Charitable Giving
  • Income Planning
  • IRA & 401(k) Rollovers
  • Qualified Domestic Relations Order (QDRO's)

We have worked closely to serve Oklahoma retirees in many areas, including the following:

  • Oklahoma’s Educators - 403(b) plans
  • Federal Thrift Savings Plan – 401(k) transfers
  • Oklahoma Teacher’s Retirement System – pension assistance
  • Oklahoma Law Enforcement Retirement System – pension assistance
  • Various company 401(k) transfers

To schedule a time to discuss your retirement future, contact us at [email protected], or call us at 405-681-9633.