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:

October 8, 2019

SaltGrass Steak House
6:30 pm | 4550 E Skelly Dr, Tulsa, OK 74135

October 10, 2019

SaltGrass Steak House
6:30 pm | 4550 E Skelly Dr, Tulsa, OK 74135

October 17, 2019

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

October 22, 2019

SaltGrass Steak House
6:30 pm | 4550 E Skelly Dr, Tulsa, OK 74135

November 5, 2019

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

November 7, 2019

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

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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