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Bixby Office

8 East Dawes Avenue

Bixby, OK 74008
(918) 369-8007

"Someone is sitting in the shade today because someone planted a tree a long time ago." 

- Warren Buffett


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Strategies Tailored To Your Family's Needs

A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years* (*Social Security Administration).

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Our Process

Our History

Our Values

Our Resources

CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

I specialize in helping my clients pursue their retirement goals by providing them the guidance they need to work toward the retirement of their dreams.
And I can help you do the same, through an investment strategy that aims to or that seeks to meet your needs.

If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or e-mail me. I can help you make sense of the information you're receiving.

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Tax-advantaged investing - that seeks to reduce your tax liability and let more of your money work for you
  • College planning - long-term planning to ensure you’re ready when your children are
  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed

What Matters Most

Take care of loved ones with detailed estate planning strategies.

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Financial Strategies

A sound financial roadmap is just the start

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Life’s Milestones

Financial advice for every situation

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

HAVE A QUESTION?

If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or e-mail me.
I can help you make sense of the information you're receiving.

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