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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Making the most of surprises is a great reason to work with us.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Life insurance proceeds are generally tax-free. But not in all cases.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A collection of tips from professional travelers.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Try these activities to keep your brain sharp.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Make your retirement as exciting as your next vacation.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.