We are a family-run team in Broken Arrow, Oklahoma, with one focus: federal employees and their retirement. When you call, you reach a real person who knows you and your family, and who will still be here when you have questions years down the road.
Through our partnership with Financial Independence Group, we have access to a full team comprised of industry experts in Life Insurance, Care Planning, Annuities, Tax and Estate Planning, and more.
We partner with Charles Schwab, one of the nation’s largest and most respected custodians, to safeguard and administer our clients’ investment accounts. Schwab provides institutional-quality custody, secure account access, and industry-leading technology while you continue working directly with our team for personalized retirement planning and ongoing advice.
Estate planning is an important part of a complete retirement plan. Through our partnership with Wealth.com, we help clients create and maintain essential estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives. This gives you a convenient way to organize your wishes and help protect the people you care about most.
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