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.

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Our Latest.
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.

SPOTLIGHT – Sharing Tree

Learn how Sharing Tree is bringing dignity to the shopping experience for central Oklahoma individuals and families in need.

The Time for Gifting

Making gifts to family and charity doesn’t have to be a year-end chore.

Off to a Good Start

Three Ways to Gift Money to Children and Grandchildren
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – January 2023

We greet 2023 with hopes of a more peaceful year globally. Share in our news of recent transitions within our company.

Is Cash Still Trash?

With the Fed’s rate hikes and checking and savings yields low, it might pay to move your money from your bank.
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