Success Stories

Oklahoma City Financial Planning Pros Success Stories

“Because of Barefoot Retirement, my retirement fund and my business has skyrocketed.  I am indebted to them and would highly recommend these folks to anyone!  They really made me feel comfortable and were so patient with me. Being an engineer I need to understand how things work. They took the time to explain everything step-by-step and that really helped me. I trust them and am so happy I found them.”

Natalie Lund, Engineer & Successful Real Estate Investor


“Honestly, I don’t know why anyone wouldn’t have a plan like this. Now, I really don’t care if the market goes up or down because it does not matter. My plan is locked in and can’t lose money due to market downturns. Plus, I love the fact that I will pay zero taxes on these funds when I retire. I love this plan.”

Rich Harshaw, Founder & CEO, Monopolize Your Marketplace, Southlake, Texas


Hunter C. Goode

“Now I control my own security!  This is what I needed to get a solid foundation built for my financial “house”.  The usual way of contributing to my 401(k) and hoping that everything just “works out” simply wasn’t working for me. I’m so glad I found Oklahoma City Financial Planning Pros. The Barefoot Retirement Plan that you helped me set up now gives me the control and freedom that I’ve been missing. This plan was simple to set up with your help. Most people I know are totally unaware that this option even exists.  Thank you for showing me the way. I love my new plan.”

Sincerely, Hunter C. Goode, Pharmacist, Virginia


Lina Zilionyte

“The Oklahoma City Financial Planning Pros team was PHENOMENAL. They were patient with me and answered EVERY question I had. I’m so comfortable with the Barefoot Plan they helped me set up and having the guaranteed safety that this plan now gives me feels great!  I can now access my money at any time I wish, without delays, penalties or red tape!  This is exactly what I’ve been searching for. Thanks Oklahoma City Financial Planning Pros for taking care of me and showing me the missing piece of my retirement!”   Lina Zilionyte


Matt Ridley 1

“I was blown away by the team at OK Financial Planning Pros. I learned more in my 15 minute virtual consultation with them than all my previous planning experiences combined! I am more comfortable now with my portfolio, and I feel like I have more control of my retirement than ever before.  As a young business owner and investor, everything these guys designed for me perfectly fits my goals. For years I’ve been told that saving for retirement meant tying up my money till I was 60.  I FINALLY found someone who understood opportunity cost.”

“My experience was excellent. I especially liked how non-intrusive they were. From virtual meetings, to webinars, to their online educational library and calculators, this is my kind of firm! Everyone that I dealt with was genuine, knowledgeable,  and incredibly responsive. I would recommend wholeheartedly that anyone looking for financial planning to contact OK Financial Planning Pros. I could not be more satisfied and I’m looking forward to my own Barefoot Retirement!”  

Matt Ridley – Construction Company Owner/ Real Estate Investor, Oklahoma City, OK



We can’t say enough good things about the OK Financial Planning Pros Team! Everyone we worked with has been sharp, knowledgeable and incredibly attentive to us!  Meeting with this team has given us a renewed confidence and opened our eyes to some easy ways to make big improvements in our financial position. Their tax free plan with the no loss guarantee has taken our retirement to the next level. We are still astounded by the amount of work these guys did for us without charging us a penny. We are greatly in their debt, and will happily reap the benefits of working with them for many years to come! Thanks guys!

Carl and Debbie Wilkerson
HVAC Services & Licensed Behavioral Therapist, Oklahoma City, OK