YOUR LOCAL
FINANCIAL FIRM
Specializing in bringing investing back to investments.
OUR
SERVICES
IRA's and IRA rollovers
Institutional Money Management - 501(c) non-profit foundations and pensions.
Managed Assets - for professional fee-based portfolio management.
1031 exchanges - deferring taxes on the sale of commercial real estate for qualified investors using DSTs
Alternative Assets - to further diversify portfolios
Retirement Income Planning - seeking to provide inflation-adjusted income for life.
Estate Planning - for preservation of wealth from generation to generation
Business Planning - succession planning, key-man protection, and deferred compensation plan design.
Retirement Plans- 401(k)s, 403(b), 457's, deferred compensation.
Comprehensive Employee Benefits - health insurance, dental insurance, disability insurance.
Long-term care - to protect families from asset depletion.
Annuities - for tax deferred growth potential and lifetime income options.
Life insurance - providing financial protection for loved ones.
OUR VISION
We are in the business of helping our clients meet all their financial challenges. We help accomplish this by looking at the whole picture and using a total wealth management approach. Each area is important individually, however, managing these challenges collectively is one of the most important considerations in your overall financial success.
Together, we can help you invest according to your objectives, reduce exposure to taxes, meet your insurance needs, and provide a plan to successfully transfer wealth to future generations.
COFFEE AND CARS OKC
Coffee and Cars OKC started as a client appreciation events, and has grown to be the largest monthly gathering of car enthusiasts across the great state of Oklahoma!
Coffee and Cars OKC is a gathering of responsible car enthusiasts to preserve that love of cars for everyone in the community. Coffee and Cars OKC, with it's patrons believe in supporting our community, and have given aid and thousands of dollars to local organizations such as Heartline, Love OKC, Citizens Caring for Children, the Sharing Tree, and Toys for Tots.
Please join us the first Saturday of every month on Western & Memorial at Chisholm Creek for Coffee & Cars OKC! We are car enthusiasts of all ages, who informally gather to enjoy our passion of motor vehicles. Everyone is welcome, and there are no fees.
CONTACT
OUR ADDRESS
For any general inquiries, please fill in the following contact form:
