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We combine the personal touch and values of a local firm with the sophisticated financial solutions typically found only in larger cities. Our team brings advanced planning capabilities to Western Oklahoma, allowing you to receive high-level financial guidance without leaving your community.

We primarily serve self-made, hardworking individuals and families, including business owners, oil and gas professionals, and agricultural families. Our clients value proactive communication, appreciate ongoing advice, and want a high-trust relationship with their financial team.

We believe financial planning isn’t a one-time event but an ongoing process. We begin by listening carefully to understand your goals, develop a customized plan, implement it together, and then maintain regular contact to adjust as your life changes. This proactive approach helps ensure your plan evolves as your needs and circumstances change.

We provide a comprehensive range of financial services, including retirement planning, investment management, estate planning strategies, business succession planning, tax-efficient strategies, and charitable giving approaches. These services are tailored to address your specific situation and goals.

While we don’t have strict asset minimums, our services are typically most beneficial for individuals and families who have accumulated wealth through their business, career, or other means and now need help managing, preserving, and transferring that wealth effectively. We’re happy to have a conversation to determine if we’re the right fit for your specific situation.