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 21, 2020

Navigating Our Road

Molly's Landing
6:30 pm | 3700 N. Old Hwy 66, Catoosa, OK 74015

January 28, 2020

Navigating Our Road

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

February 6, 2020

Navigating Our Road

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

February 11, 2020

Navigating Our Road

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

February 18, 2020

Navigating Our Road

Bodean Steak & Seafood
6:30 pm | 3376 E. 51st St, Tulsa, OK 74135

February 20, 2020

Navigating Our Road

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

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

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