Finding a Financial Advisor You Can Trust
Navigate your path to retirement with a skilled CERTIFIED FINANCIAL PLANNER® professional who prioritizes your best interests. Download the fourth edition in our E-Book series to learn more about the essential qualities of a trustworthy financial advisor.
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Disclosures and CRS
Copies of the Firm’s current Form ADV, filed with the Securities & Exchange Commission under the Investment Act of 1940, the Form CRS (Customer Relationship Summary), and Fiduciary Duty are available here:
Key Financial Data Card
The Key Financial Data Card provides many of the numbers investors need for services concerning Social Security, taxes, health savings, Medicare, retirement, college planning, and more. Please call our office at 405-842-3443 if you have questions regarding any of this information.
Choosing Your Path
This research-driven white paper by CEO Randy Thurman, CFP® is designed to help those government employees who have a Thrift Savings Plan (TSP) decide if their money is better invested in the TSP or in The All-Weather Retirement Portfolio. The short answer is: it depends. Read on for more information about how to get the most from your TSP investments and the right time to consider leaving it.
Compare Your Options