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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding how capital gains are taxed may help you refine your investment strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a quick guide to checking to see if you have unclaimed money.
The decision whether to buy or rent a home may have long-term implications.
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.
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
You’ve made investments your whole life. Work with us to help make the most of them.