Providing individuals, families, and businesses with fiduciary services and unbiased financial advice since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

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A digital screen shows a green line and a blue line showing the ups and down of financial markets

Economic Anomalies

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Roth Retirement Savings Strategies

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SPOTLIGHT – Oklahoma Hall of Fame

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IRA Stretch: A Special Needs Trust Solution

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Whittney Stauffer Joins Friends of Finance

October 2024 Investment Perspectives

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