WHO WE SERVE
•Sole-proprietorships
•Partnerships
•Corporate Owners
•Employees of Small & Midsize Companies
•Medical/Health Service Hospitals/Clinics
•Educators & School Personnel
•Administrators
•Church/Ministry Personnel
•501(c)3 Organizations

SERVICES OFFERED
We are a comprehensive wealth management firm.
The following will give you an idea of some of the areas
that we can provide assistance in for your company or organization:

PLANNING & CONSULTING
Fee only services
Asset based services
Retirement: Accumulation & Income
Business Succession & Buy/Sell Funding
Employer/Employee Benefits:
•401k
•401k Roth (New)
•403b
•457
•Profit-Sharing
•SIMPLE
•SEP
•Combination Retirement Plans
•Traditional IRA Payroll Plans
•Roth IRA Payroll Plans
•Education Planning: 529 Payroll Plans
•Long-Term Care Payroll Plans
•Employee Benefit Educational Services
•Executive Bonus Plans
•Insurance Benefits
•Managed Accounts for Retirement Plans
Fiduciary Planning
Oklahoma Teachers Retirement System
Pension Analysis & Planning
Tax Planning
Insurance Planning
Investment Planning & Management
Portfolio Analysis

INVESTING
Private Money Management
Fee Only Planning & Consulting
Stocks, Bonds, Mutual Funds
Closed End Funds, Hedge Funds, UIT’s
Fixed, Equity Indexed, & Variable Annuities
REITs & Limited Partnerships
Cash Management, CDs, Money Markets
World Currency Deposit Accounts and CDs

INSURANCE
Life
Health
Long Term Care
Supplemental Insurances
Group Benefits
Disability
Malpractice
Liability

TYPES OF ACCOUNTS WE MANAGE
•Cash
•Individual
•Joint
•IRA
•Roth IRA
•SIMPLE IRA
•Educational Savings
•403b
•457
•401(k)
•Individual 401(k)
•Keogh
•Profit Sharing
•Pension Plans
•Corporate
•Power Of Attorney
•Transfer On Death
•Custodial Accounts
•Trust