Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

January 22, 2019

The Bistro at Seville
6:30 pm | 10021 S Yale Ave #103, Tulsa, OK 74137

January 24, 2019

The Bistro at Seville
6:30 pm | 10021 S Yale Ave #103, Tulsa, OK 74137

January 29, 2019

Ruth's Chris
6:30 pm | 8330 Riverside Pkwy, Tulsa, OK 74137

January 31, 2019

Ruth's Chris
6:30 pm | 8330 Riverside Pkwy, Tulsa, OK 74137

February 5, 2019

Salt Grass Steakhouse
6:00 pm | 4550 E. Skelly Dr. Tulsa, OK 74135

February 7, 2019

Salt Grass Steakhouse
6:00 pm | 4550 E. Skelly Dr. Tulsa, OK 74135

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 918.747.0024