You Are Invited To A Complimentary One-on-One Retirement Portfolio Review
– Convenient One-on-One Appointment Not A Group Seminar! –
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SCHEDULE A FREE ONE-ON-ONE PORTFOLIO REVIEW
We are dedicated to helping our customers through this turbulent financial time. We know there are a lot of questions about today’s financial climate. As an extra incentive to our customers, we are giving a FREE $50 VISA Gift Card to everyone who attends a complimentary portfolio review. A member of our team will be in touch with you within 24 hours of receiving this request. There is absolutely no cost or obligation.
Attend a complimentary portfolio review. and receive a FREE $50 VISA Gift Card!
Many people put it off because it seems like such a daunting task … but when financial planning is done right, it can be exciting and empowering. With the help of a skilled adviser who listens to your specific needs, you can direct your own destiny. We will help you protect your home, your assets and your legacy. Take a look at the products and services our firm provides and call us for a free, no-obligation consultation today!
- Volatile Markets – Proactive Strategies to Survive Market Volatility in 2020.
- Social Security & Income Planning – Know your Options and Learn How to Make the Right Choices
- Taxes and the IRS – Tax efficient strategies to disinherit the IRS.
- SECURE Act – How this could effect you and your family.
- Market Correction – Understanding what to look for in Market for 2020.
- Coronavirus – Will it affect your retirement plan?
Meet Brad, President and Founder:
Since 2004, Brad has helped hundreds of Oklahomans plan and secure their financial futures. As Edmond residents and active members of the Quail Springs Baptist Church, Brad and Fran have been married for 26 years and their son, Taylor, is a proud United States Marine at Camp Pendleton,
California. Brad is an avid golfer and is a sports fan enthusiast of the Sooner Nation and the Oklahoma City Thunder.