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.

Our Latest.

Chill Before Serving to Avoid Family Litigation

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Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.

What A Waste - Bob's Market Observations

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Food waste is a serious environmental problem in the United States and other parts of the world. Fortunately, there are efforts along the chain from the farm to the consumer to help reduce waste.

October 2019 Investment Perspectives

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Our experts comment on the recent yield curve, estate planning and more.

ViewPoint - Great News About Our Professional Team

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Summer was busy at TCO with some great achievements by our professional team and two new officers joining our firm.
Bob McCormick

Bob McCormick Hits the Open Road

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Our colleague is taking an early retirement at the end of the year. Although we don't normally announce retirements in this publication, it is important to note a few of Bob's lasting impacts on us, his colleagues.
Abraham Lincoln

Where There's a Will...

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What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.

Upside Down

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Making Sense of the Recent Yield Curve

How to Talk To Your Heirs About Your Estate Plan Without Ruining Your Relationship With Them

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There can be big benefits to your family knowing your estate plan. But how to communicate to your heirs who gets what without spoiling the relationships with each of them?

What Does Your Family Look Like?

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Family structures have become more complex over the last few decades. Most households are now the result of blended families with working moms, adopted kids, second marriages, and the list goes on. Your estate plan needs to be customized for your specific situation.
IRA

IRA: Why, When & How Often?

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Here we share some important guidance on when to withdraw funds from your IRA. While withdrawal may seem like an easy task, you may find yourself paying more in taxes than necessary.

KFOR: Joe Ray Represents Sunbeam Board in Surprising Educator with MVP Award

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Senior Vice President & Manager of the Oklahoma City Region Joe Ray was honored to represent the Sunbeam Family Services board of directors in presenting educator, Paula Gates with the Express Employment Professionals MVP Award for Excellence.
Federal Reserve

The Risk Of Negative Interest Rates In The U.S. - Bob's Market Observations

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Understand the risk of negative interest rates in the U.S.

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