1839 W Burr Oak Rd Norman OK, 73072
We are a financial planning firm. that specializes in helping individuals, families, and small business owners. We believe in the value of integral planning. Integral planning addresses the interaction between your desires and money. Our approach to financial issues works best with people who are willing to learn, grow, and take action. Clients generally seek a relationship with us when there is a gap between where they are and where they want to be. To be sure, we act in your best interest. We treat your financial affairs with the same care and prudence with which we treat our own. We offer objective, honest advice that is designed to provide you with maximum flexibility and control. We help you reach your goals through strategic, prudent, on-going planning and reviews. We also specialize in non-traditional retirement plans for business owners, including plans that can hold physical real estate as well as the investment options of your choosing. We focus on the attainment of goals through the lowest cost option possible. Lowering fees is a focus with small business retirement plans.
Monday-Friday, 8am-5pm and by appointment
Free 1 hour consultation for individuals and business owners
Parent of current studentCategories: Financial Planning