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.
will and trust

Who Will Make Health Care Decisions When You Can’t?

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Key documents to ensure your health care decisions will be followed.

SPOTLIGHT - Ronald McDonald House of Charities Tulsa

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In 2019, the Ronald McDonald House of Tulsa provides lodging and support for families coming to Tulsa to seek health care for their sick children. Learn more.

The Unwinding Road to Recovery

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2020: Reasons to stay optimistic about the economy while working towards the end of the pandemic.
hands holding heart

Love, Give & Receive

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Congress makes charitable giving even more attractive. Read more.

ViewPoint - Our Professional Team

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Dealing with a worldwide pandemic, the TCO way. Read more.

Feeling More Secure After the SECURE Act

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IRA and estate planning without the stretch provision.

Government Funds Breakthrough Vaccine Research

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Learn more about the federal agencies funding development of the COVID-19 vaccine.

Returning Stimulus Payments Made to Deceased Individuals

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Have you received a stimulus payment made to your deceased spouse? Here is how to return it.

Adoption and Estate Planning

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If you (or a family member) ever placed a child for adoption and don't want him to be an heir, you should revisit your estate planning documents.
Healthcare Worker

Collective Healing Process - Dispatches From Route 66

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The current pandemic created tough challenges for our community. And much like the OKC Bombing 25 years ago, we are collectively supporting each other. Read more.
Oil field at sunset

Subzero Oil Prices and the Storage Problem

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U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?
Social Distancing

What Will Your "New Normal" Look Like?

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How will the COVID-19 social distancing affect your life going forward? Read.

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