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.

ABOUT US
Our Latest.
Whittney Stauffer Joins Friends of Finance

July 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.
Whittney Stauffer Joins Friends of Finance

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

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

SPOTLIGHT – Positive Tomorrows

Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.

When Fireworks Aren’t Fun

Taking proactive steps with your estate plan can diffuse tensions among beneficiaries.

Maximizing Profits and Tax Efficiency

Exploring the Power of a Deferred Sales Trust for Financial Flexibility
Photo illustration showing a human hand touching a robotic hand with digital imagery coming out of their touchpoint

AI: The Next Revolution?

Examining the Impact and Implications of Artificial Intelligence on Markets and Beyond
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