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:

June 4, 2019

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

June 6, 2019

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

June 13, 2019

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

June 18, 2019

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

June 24, 2019

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

June 25, 2019

Bistro of 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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