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
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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are four very good reasons to start investing. Do you know what they are?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a few things to consider when buying or leasing your next vehicle.
What are your options for investing in emerging markets?
Peer-to-peer payment apps are one of the newest ways to send money.
How do the markets usually react to elections? Was the 2016 election any different?