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Tulsa, OK

Enid, OK

Oklahoma City, OK

Meet Our Team

Since 1969, we have helped shape the financial future of Oklahoma families. With a legacy of trust, we are here to help you invest, protect, and grow for generations to come.

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Risk Assessment

Capture your current risk tolerance and find out if your current portfolio is right for you!

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Your Estate: What's Next?

Lets talk about the big elephant in the room... .

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EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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