We specialize in wealth management and retirement planning for individuals and entrepreneurs.
Financial Planning Success Solutions
I believe knowing exactly where you are and where you want to be is essential. Understanding what it will take and how to get there is a truly vital part of achieving your goals. Utilize our comprehensive wealth management and planning services to develop a personalized road map for your success. We strive to help you reach your dreams and will provide our professional experience and guidance every step of the way.
Your journey to success begins with proper planning and is achieved by following a disciplined approach designed Specifically For You.
Keywords: financial planning, financial advisor, wealth manager, employee benefits, asset manager, life insurance, porfolio manager, retirement planning, annuity, annuities, 401k, 403b, pension, rollover ira, ira, roth,
Interview Q&A
How long have you been in business?
Since 1979
What is your primary product or service?
Full Service Brokerage.
How do you differentiate yourself from other businesses in your category and area?
We take a client centric approch, and seek to meet their needs first. We utilize our Enterprise 360 plan to determine exactly what those needs are and establish a holistic plan.
How many locations do you have and do you have plans to expand?
approximately 700 financial planning centers nationwide
Provide detailed directions to your location
On Skelly Dr. & 41st st intersection.
What type of payments do you accept?
check, credit card
Which areas do you service?
Our location services North East Oklahoma
What are your hours of operation?
9:00am - 5:00pm monday - friday
What is the best compliment anyone can give you?
To entrust us to help friends and family as well.
What is your favorite quote or Bible verse?
Who are those who fear the Lord? He will show them the path they should choose. They will live in prosperity, and their children will inherit the land. May integrity and honesty protect me, for I put my hope in you. Ps 25:12,13,21
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