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.

Planning for Addict Beneficiaries

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While the topic of substance abuse in families can be difficult, it's a growing epidemic that is important to take into account when estate planning.

Phone Scam Alert

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Do not fall for the Suspended Social Security Number scam.

Off the Beaten Path: Hidden Gems in the US - Dispatches From Route 66

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If you are considering taking a vacation in 2020, book it sooner rather than later. Learn more.
Assistance League Tulsa

SPOTLIGHT - Assistance League Tulsa

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An all-volunteer nonprofit that provides students with a full school wardrobe and the confidence they need to succeed in class.

A Beneficial New Year’s Resolution

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Some resolutions are hard to accomplish. This one is easy - but very important, especially with the passage of the SECURE Act.

ViewPoint - Congratulate Our Professional Team

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Let's raise a glass to the new year! We have two new officers and several professionals have been promoted.

SECURE Act Significantly Impacts Your Retirement Planning

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If you have an IRA heading into 2020, here's what you need to know about the new tax law and how it may impact your retirement and estate planning.

Doing the Limbo

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Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.

January 2020 Investment Perspectives

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Our experts comment on the stock market returns, interest rates, estate planning, retirement planning and more.
Bob McCormick

Final Edition - Bob's Market Observations

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For your sake, I have decided to wrap up with a single reminder I regularly direct at myself.

New Year’s Resolution: Revisit Your Estate Plan

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Now that the holidays are officially behind us, many of you are revisiting that final vestige of the season: the resolution list.

Tulsa World: TCO Promotes Emily Crain, Lindsay Bivin, Rebecca Mitchell and Sean Connolly

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TCO is proud to recognize our professionals who earned promotions in the last quarter of 2019.

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