We're in Your Corner and Focused on Your Success!
We are independent financial planning, wealth management and insurance advisors. We’re excited to work with clients living throughout the continental United States through virtual planning tools and meetings. We serve clients locally in Oklahoma and Texas through offices in Tulsa, Oklahoma City, Dallas and Houston.
Our services are affordable, and our advisors are accessible. We can help take the mystery out of preparing for today and tomorrow.
We understand that families and individuals face unique challenges like saving for college, protecting your family’s financial future, living out those special life dreams, preparing for retirement and taking income in retirement. Our personalized service always focuses on your needs, wants, goals and objectives.
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach is intended to take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
At what point can you call a personal vehicle commercial?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What are your options for investing in emerging markets?
That big list of dreams and goals isn't the only way to look at your bucket list.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
It’s never a bad time to speak with your financial advisor about changes in your situation.