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Tulsa, OK

Enid, OK

Oklahoma City, OK

Meet Our Team

Since 1969, we have helped shape the financial future of Oklahoma families. With a legacy of trust, we are here to help you invest, protect, and grow for generations to come.

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Risk Assessment

Capture your current risk tolerance and find out if your current portfolio is right for you!

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Your Estate: What's Next?

Lets talk about the big elephant in the room... .

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EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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