JOIN US Thursday, September 22nd, for our monthly networking event! We will be meeting at Elgin Park Brewery in downtown Tulsa at 5:30pm! We have a very generous event sponsor, Northwestern Mutual.
"We focus on aligning our client’s actions to their objectives and goals. By bringing all their financial pieces into one clear plan we’re able to strategically mitigate taxes on retirement income and reduce the economic vulnerability for yourself and those you care about most. Our custom tailored planning process concentrates on educating and preparing our clients not only for what’s happening today but furthermore aligning them with the most efficient outcomes they desire for tomorrow."
September is National Child Awareness Month. We will be taking donations (suggested $10) for St. Jude Children's Research Hospital. St. Jude is leading the way the world understands, treats and defeats childhood cancer and other life-threatening diseases.