Oklahoma City Financial Advisor

Oklahoma City Financial Advisor

Are you searching for a financial advisor in Oklahoma City, Ok or anywhere in the state of Oklahoma? We are Oklahoma City Financial Planning Pros and we are a financial advisor and we specialize in retirement planning and financial planning. As a financial planner we help our clients best determine how to invest money so they can achieve their financial goals.

Retirement Calculator

When people are searching for a certified financial planner and looking for the best investments they can find, one of the best places to start is using an easy to use retirement calculator or retirement savings calculator or retirement planning calculator. Our retirement calculator is one of the easiest financial calculators to use. It is quick and easy. (We actually have several different, custom built retirement plan calculators that can help give you a clear picture of your finances.) You can access our retirement calculator completely free. The first step to help you reach your financial goals is to discover where you are now and if you are on track to reach your retirement goals. Our simple retirement calculator is like a personal finance software. Within only minutes you can easily find out if you are on track to reach your retirement goals or not. Our clients love how easy it is to use.

Financial Planning

If you are not on track to reach your retirement goals, as financial advisors we can help you explore your best financial options and come up with the best plan for you and your family. We will help you develop a written financial and retirement plan that is custom suited to help you reach your goals. As a recent article in Financial Advisor Magazine stated, “A formal, written retirement plan vastly enhances people’s confidence in being able to retire well, according to a study released Tuesday by LIMRA, a research and consulting organization for financial services and insurance companies. The study by LIMRA’s Secure Retirement Institute finds that half of people ages 55 to 75 who have a formal retirement plan feel very prepared for retirement, compared to only 17 percent of those who do not have a plan.”


That is why we know it is so important to give you all of the facts and details you need, in black and white. Our financial plans and tax-free retirement plans that we help our clients create simply cannot be beat. You will find that many other financial advisors will not give you all of the facts and details about their plans and particularly provide you with the IRR or internal rate of return of their plans. The only reason they would not give you this, is if it was not good, right? They don’t want you shopping their plan around to others and having you find out that it is not as strong as they may have lead you to believe.

A Financial Plan

We believe in our plan so strongly and are so confidant that our plan cannot be beat, that we go out of our way to provide you with all of the information we can so that you can better understand our program and all of the many benefits it offers. Our goal and our mission is to help you achieve your financial and retirement goals that you have set for yourself and your family. We take the time to listen to you and understand your dreams and goals. We know that every investor is different and many of us want different things. However, we are not shy about letting you know about the risks and potential pitfalls that lay ahead for all of us.

A 15 Minute Call That Can Change Your Life

The best way to find out all of the benefits of our retirement investment plan, often called America’s Most Powerful Retirement Plan, is to schedule a free, 15 minute phone consultation with one of our training and experienced financial advisors. Many of our clients believe that their first 15 minute call was some of the most valuable time they have spent and credit it for helping to make a large positive impact to their financial plan. To schedule your free 15 minute consultation you can give us a call at: (405) 418-6266 or if you prefer to fill out a form to schedule your call, simply go here to fill out the information. Please understand this. This call IS NOT a sales call. Not at all. That is not how we work nor how we treat our potential clients. On the 15 minute call we will simply get a feel for what your needs and concerns are. By understanding your concerns or pain points we can better understand how we may be able to help you and what issues and variables need attention.  We also gather some basic information from you during the call. (Don’t worry, all information that we gather is treated in the strictest confidence.)

After the call we will do a complete analysis and enter your information into our proprietary software and produce a detailed report for you. We’ll send the report to you and schedule a time to review it with you to make sure you understand it. Of course we will answer any questions you have and help in any way. Often times this report will be a real eye opener for most of our clients. It’s not uncommon for them to want us to put in some different numbers to see how different financial scenarios would look for them. We are happy to do this and there is never a charge for this at all. We will produce as many reports as you wish and help you understand all of the options and variables. We are also happy for you to include your spouse or any family member on our calls and we even welcome your current financial advisor or retirement planner to join as well. We hide nothing and only seek to help you find the plan that is best for you. All we ask is that you treat us fairly and give us the opportunity to earn your business.

Your Financial Advisor Plan

At any stage of this process, if you determine that our plan is not right for you, for any reason at all, that is perfectly fine. If it does not work for you it does not work for us. In fact, we will likely tell you first if we do not believe our plan is best suited for you and your needs. Our core philosophy is to do what is best for our clients and always put their needs first, even if it means telling you our programs are not right for you. Our entire financial planning team are all Christians. We put God first, family second, our clients and our business third. We don’t worry about money. We know if we do right by our clients, the money will take care of itself. We are truly blessed and the more we help others achieve and exceed their financial and retirement goals, the more we succeed automatically.

Oklahoma City Financial Advisor Plan Benefits


Here are just some of the many benefits of our amazing financial and retirement plan –

100% Tax-Free – No one can say for sure, but we believe tax rates are bound to increase in the future. Many client’s retirement plans are currently at levels to just allow them to get by and live the retirement they dream of. However, if tax rates do in fact go up, it can totally turn their retirement plans up side down. It’s enough to force many to have to go back to work again just to survive. We believe in being smart about this an pro active. With our plan you put in after taxed funds. They your funds grow tax deferred. We will guide you on how to best manage your plan so that you will be able to take any amount of funds out that you wish, at any time, with zero taxes due nor fees or penalties. When you retire, 100% of the funds you take out to live on will be totally and completely tax free. So you will no longer have to worry or lose sleep over what tax rates may do in the future. You will have the peace of mind knowing that YOUR retirement will be completely tax free. Imagine the difference of having to pay 20% or 30% or 40% or 50% or more in taxes when you retire, vs paying 0% and being able to keep ALL of your hard earned money. I tell you… it’s a great feeling, and you CAN achieve this for yourself, and we’ll help you do it.

Please note most people, upon first hearing about all of these retirement plan benefits, are often skeptical at first. Human nature tells us that if this plan was so good, surely you would have heard about it. We estimate that less than 1% of Americans have ever seen or heard about this plan. It is very little known yet it is THE best way to protect your money from taxes that is legally allowed in this great country of ours. So all we ask is that you keep an open mind about this. Also please remember that the entire financial industry is highly regulated and no company can stay in business if they they are not completely transparent, and that’s what we are.

In fact, most of the companies that we work with who actually supply, manage and facilitate the unique and patented plans that we offer have been in business for 150 years or more. They are some of the most solid and financially sound companies in American. They too are highly regulated and operate with the highest of standards. Most of these companies have hundreds of billions of dollars under management and they have faced every type of imaginable financial headwind known in our modern world and not only survived but come out stronger and better. These gigantic companies specialize in managing risk. That is what they do. It is their core competency. So if you are concerned about your money the the financial risks that lay ahead, wouldn’t you want companies who have successfully manages monetary risks for over 150 years to help you manage your money?

100% Guaranteed No Loss Of Funds – With our unique retirement plan we will guarantee you that you will never lose a single red cent due to market declines and stock market crashes. Market declines and stock market crashes are one of the biggest retirement killers out there. Many well meaning pre-retirees have seen up to half of their retirement wealth wiped out during the market crash of 2007, the market crash of 2000 and before. To over come a devastating loss like that can often take five to eight years just to get back to even, and then sadly another market crash is then teed up to repeat the cycle. This cycle can keep you from ever being able to achieve your retirement dreams. This is one of the smartest things you can do with your money. Once your money is in the plans, you will sleep like a baby knowing that you will never find yourself having to suffer through the devastating losses so many others face.

100% PRIVATE – This plan is completely and totally 100% private. (It’s one of the only private fund placements you can make these days.)  There is zero reporting required for these types of account what so ever. There are no forms to report this. If you value your privacy and like keeping much of your funds off the grid, you will love this plan.

Creditor Proof – This plan is also creditor proof in most states. If you are in business, in the medical field or any other industry where there is a propensity for being sued you will love this. This one benefit alone could be the difference of being able to experience your retirement goals and dreams or having them crushed.

No Contribution Limits – It is true that you do need to qualify, but reasonably speaking you will be able to contribute an unlimited amount to our plans. Some people contribute millions of dollars a year to these plans simply because of all the benefits this plan offers. If you are currently limited by ROTH IRA contribution limits you will love this plan.

Best Value and Lowest Fees – This plan is up to 70% LESS EXPENSIVE than similar plans. It’s true. You will not find a plan out there that has this many benefits to offer yet has such low fees, costs and expenses. It is quite simply the single best value out there that you will find, period. We put our money where our mouth is and we will show you every minute detail and costs of your plan so you will know in advance. You will be very pleasantly surprised.

Life-Time Tax-Free Income – We will work closely with you to show you how we can help you set up a life-time income with our plan, that is completely tax free…and an income stream that lasts as long as you do. Imagine how empowering it will feel when you know you will have a stream of tax free income that will come into you for as long as you live.

I could go on and on with more and more benefits that our unique plan offers. In fact, our plan is so unique that it is patented. Without going into too much detail here, the main parts of our plan that made it patent-able is the costs saving measures for our clients. It truly is an amazing value.

As you know, having the best plan in the world and the best information in the world is worthless without action. I encourage you to take action right now. Don’t delay. Something could pop up and cause you to forget about this and miss the best financial opportunity of your life. It is simply to important to leave it to chance. Give us a call right now and schedule your free 15 minute appointment.  You will be glad you did. We are looking forward to hearing from you.

Wishing you the retirement of your dreams.