"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE MAKE TODAY WILL AFFECT OUR FUTURE."
-Alexa Von Tobel
Expert Insurance Advice
Our knowledgeable and experienced agents are always looking ahead.
We Always Put You First
Honesty, integrity, and trust are the cornerstones of our practice.
Your financial well-being remains our top priority, and we will continue to serve you at the highest level. You can reach us during normal business hours, by email and by phone. We will hold virtual meetings to practice social distancing and will contact you with more details about that process. We will get through this together. Please contact us with any questions. Additionally, please see resources for our clients about COVID-19, and the CARES Act.
Whether you’re a party of one or family of six, we create customized investment strategies to fit your current and future goals.
Voya Financial Advisors provides comprehensive Wealth Management Services. We focus on helping you manage your money now and in the future.
Build and maintain an investment portfolio that grows with you, and helps achieve your goals.
Certified Financial Planner
(405) 366-1297 Ex.1
(405) 366-1297 Ex.3
Life Insurance Consultant
(405) 366-1297 Ex.4
The purpose of establishing the goal or relationship is to form the foundation or purpose of planning itself--to begin the financial journey with the clarification of a financial destination.
We've gathered the relevant data, now we analyze it.
Financial planning requires devising alternative solutions that are achievable for each individual. With so many different variables to consider, your plan needs to develop, to evolve with your needs but remain within your capabilities and risk tolerance.
Now you simply put your plan to work! But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. Although you have the plan developed, it takes discipline and desire to put it into action.
Plans evolve and change just like life. Once the plan is created, it's essentially a piece of history. This is why the plan needs to be monitored and tweaked from time to time.
To start, we will have a discovery meeting - either in person or on the phone - to help us analyze your current financial situation.
Second, you will meeting your new team and their role in developing your financial plan.
From here, we'll present our recommendations and implement our services.
Next, we will monitor your plan on an on-going basis, and make adjustments when needed.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.