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
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Knowing the rules may help you decide when to start benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding how a stock works is key to understanding your investments.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When considering life insurance, it's important to understand your options.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.