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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An older woman with short gray hair and wearing a purple hooded jacket puts her foot high on a wall to stretch her muscles while smiling at the camera

Estate Planning Given Extra Agility Thanks to New Oklahoma Act

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A magnifying glass is sitting on a background of cash, including a five-dollar bill and some change. The magnifying glass is showing four die spelling out "2025."

2024’s Surprises Shaping 2025

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Whittney Stauffer Joins Friends of Finance

January 2025 Investment Perspectives

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An older couple sitting in front of a wall of painted pottery shares a laugh. The man has paint on his nose.

Roth Conversions: Traversing the Path to a Tax-Free Retirement

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