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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.

Risk Assessment

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

Your Estate: What's Next?

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

EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance

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Shows how transfer-on-death designations help avoid probate costs.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Explores how investment strategy changes once retirement begins.

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

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

How Long Will Your Funds Last?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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