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

April 2021 Investment Perspectives

Our experts explain how Bitcoin works, what you can do to capitalize on the real estate market, and how Spousal Lifetime Access Trusts can help remove assets from your taxable estate.

Spousal Lifetime Access Trusts

The Spousal Lifetime Access Trust may be the perfect tool to shift assets out of your taxable estate.

SPOTLIGHT – Parent Child Center of Tulsa

Learn more about PCCT, working hard to prevent child abuse and neglect in our community.

The Home-Buying Boom

Suggestions on how to make the most of the booming real estate market.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens

The pandemic may have changed many things but one aspect of our business has not.

Bitcoin Basics

Bitcoin has been described as 'digital gold.' But what exactly is it?
Nicks Top 10 History Books

One For the History Books

With more free time in 2020, Nick dived into the U.S. history. Check out his favorite non-fiction books.
Whittney Stauffer Joins Friends of Finance

January 2021 Investment Perspectives

Our experts reflect on the economic trends likely to impact investors in 2021, preventive financial care and estate planning lessons from Walden.

SPOTLIGHT – Oklahoma Lawyers for Children

Learn more about OLFC, working tirelessly to provide legal representation for abused and neglected children in foster care.
Preventive Care

The Importance of Preventive Financial Care

Its better to be safe than sorry. Make your estate planning a priority in 2021.
Investment Article

Through Thick And Thin

2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?
Walden Pond

Walden, Donuts and Estate Planning

Lessons on estate planning from Thoreau's masterpiece.
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