Overview

By using Naviplan or Financial Profiles as a foundation, our fiduciary driven, fee-only RIA concentrates on the investment management of 401a, 403b, 457, IRAs, and individual brokerage accounts. Moved to fee-only basis in 2012 and have NO B/D affiliation. Our target market is mostly OU Professors and Admin, as we are located on Campus Corner in Norman, OK.

Last Activity
6 months or more

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