Providing individuals, families, and businesses with fiduciary services and unbiased financial advice since 1981.

Protecting Your Assets | Growing Your Wealth | Advising You For Life

We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.

ABOUT US
Our Latest.
Whittney Stauffer Joins Friends of Finance

April 2023 Investment Perspectives

We discuss the bank failures of early 2023 and how they compare to 2008, as well as key aspects of Secure Act 2.0 and real estate trends.
Silicon Valley Bank headquarters and branch.

Getting Banks Back on Track

Understanding Recent Bank Failures and How They Compare to 2008
U.S. capitol building as seen on the back of United States money

Key Provisions of the SECURE Act 2.0

The new law expands savings opportunities and provides a new option for unused 529 plan balances.
Overhead view of a neighborhood of houses facing a residential street with cars parked on it

Real Estate Trends Amid Pandemic Recovery

Supply is high in Oklahoma, but buyers face market fears, inflation, and high mortgage rates.
Older person's hands holding a child's hands, which are holding a pink paper heart

SPOTLIGHT – South Tulsa Community House

Learn how South Tulsa Community House helps individuals and families combat hunger and poverty, ultimately empowering clients to independence.
Whittney Stauffer Joins Friends of Finance

January 2023 Investment Perspectives

We discuss the economic outlook for 2023, whether cash is still trash, gifting to children & grandchildren, and why charitable giving doesn't have to be so stressful.
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