Proactive Planning Team

An avid Sooner’s fan, I reside in Tulsa. But even though my office is physically located in Oklahoma, I actually work with clients throughout the United States.

Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.”

That way, you can see first-hand how various income strategies may work for your specific goals. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Our proprietary process has allowed us to view our clients financial future by testing there current and proposed strategies. With this advancement in technology, we will know what works and what doesn’t work.

Join Us

If you contact us, you will be able to speak with an insurance agent who is licensed to sell insurance in your state. Before making any financial decisions, make sure you do your homework and seek the advice of a qualified professional if you have any queries related to your situation. The issuing insurer’s financial stability and claim-paying capacity are critical to the assurance of annuity products. There may be extra benefits and income guarantees that can be gained by paying an additional annual premium for an annuity rider. A licensed insurance agent can be reached through our website and you may be offered insurance products for sale in your state.

Financial Services, Member FINRA / SIPC

Check the background of your financial professional on FINRA’s BrokerCheck.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Unlocking Your Full Potential with Proactive, Holistic Planning.