Contact detailsPhone: 918.698.1454
Branch Office: Skiatook, OK
My sole motivation is to help families plan their retirement.
Since most retirement plans are through the employer, I specialize in helping business owners start and manage 401 (k)s, SIMPLE IRAs, etc.
One remark I often hear from employees is they have no idea who handles their employer’s retirement plan. One person put it succinctly:
This retirement financial professional shows up once a year, tells me to sign his form, then I do not see him until next year.”
My clients do not have that problem because when I become the personal financial professional for the employees, as well as you, the business owner.