I take immense pleasure in meeting with individuals, families, foundations and business owners seeking solutions to achieve their financial goals. During these conversations, I learn how hardworking adults carefully planned, saved and invested to provide for their families and organizations. By the time we meet, though, they are ready to draw a roadmap to their retirement, organize the future distribution of their assets, grow their endowment funds or help their employees prepare for retirement.
We gain understanding of their situation and needs, then recommend strategies to achieve those goals. And when they are ready to move forward, I am always transparent about how our dedicated professionals will help them. We do so by focusing on:
■ Personalized service. We are attentive to your unique needs, providing you with tailored solutions and excellent service.
■ Experience and expertise. We have seasoned advisors in all areas who adhere to the highest professional standards. We are a fiduciary. Our financial advice is based solely in your best interest.
■ No hidden fees, no products, no commissions. Our fees are clearly disclosed and based upon our asset management and fiduciary advisory services. We do not sell investment products nor do we collect fees or commissions on any mutual funds we invest in for clients.
■ Locally-owned and managed. Our clients speak directly with their portfolio manager and relationship manager anytime they need to. We will assist you in person and over the phone without ever transferring your call to someone far removed from you, who doesn’t know your family or organization.
■ Reliability and confidentiality. The strong relationships we develop with clients are invaluable when we are called on during difficult times. We are always available in times of need and will assist your children and grandchildren when you pass your assets on to them.
Finally, we take a great deal of satisfaction in the fact that our staff is as invested in our community as you are. We have Oklahoma roots.
I bring this up because I have a lot of reasons to be proud of who we are and the financial services we offer. This is why our clients entrust their financial matters to us.
Let us know if we can help you, too.