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.
Whittney Stauffer Joins Friends of Finance

July 2022 Investment Perspectives

We discuss the impact of the midterm elections on the U.S. stock markets, how SECURE Act 2.0 may change retirement savings, and medicare premium increases.
Middle aged couple reading paper bills calculating pension using laptop at home.

SECURE Act 2.0

Congress is considering another bipartisan retirement bill called the Securing a Strong Retirement Act (SECURE Act 2.0).  If it passes, here are two proposed changes that will primarily affect retirees and those approaching retirement.
Whittney Stauffer Joins Friends of Finance

April 2022 Investment Perspectives

We discuss the Fed's response to inflation, updates to our Oklahoma City office, choosing a successor trustee and dealing with your "things."

The Fed’s War on Inflation

Is an economic “soft landing” possible with historically high inflation?
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – April 2022

Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.

Finding Peace With Your Possessions

You love your things – but how do your heirs feel about them?
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