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A Local Firm Serving Local Families Independent, Personalized Strategies Helping Others Who Help Themselves Your Needs Come First

Independent, Local Advisors 

We know that goals are personal and unique and are committed to helping you discover and prioritize what is most important to you. Investing is a lifelong process and we are here to help you through all stages of the cycle. Together, with our clients, we create customized financial plans designed to bridge today’s reality with tomorrow’s dreams. Serving our local community of Oklahoma families and business owners is always our top priority.

Our office is conveniently located in Oklahoma City, Oklahoma. In addition to our business, we care deeply about helping our community. We invite you to contact us today to learn more about how we can help you in the pursuit of your financial and investment goals.

Who We Are

Our founder, John, is highly-qualified to help you plan for your financial future and he holds some of the highest designations in the industry.

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What We Do

We offer a wide range of services, including individual wealth management and business planning, to help you navigate the complex world of investing.

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Who We Serve

We are passionate about helping small business owners, families, and women in transition adequately prepare for their financial future.

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A Unique Perspective

Our Professionals, John and Jacquelyn are a husband-wife team that bring a unique perspective to the world of planning. Working together with Jacob, we have an intimate understanding of your planning needs regardless of the stage you are in. The diversity of our ages are a direct benefit of solving the needs of multi generational businesses and families.

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