Family Wealth Management
When creating your personalized plan, we implement long-term strategies to preserve your assets, help reduce your tax liability, and strive to grow your wealth for you and your loved ones.
Professional Financial Advice
Our team is always looking for opportunities to make a difference. Whether you have questions about investments, insurance, or anything in between, we are here to help.
Own a Small Business? We Have Your Back.
Whether you are just starting your dream company or have been hustling since before entrepreneurship was cool, we are here to help you with all of your business planning needs.
The Long Run: Women and Retirement
Crafting your personalized plan starts with a free consultation with one of our experienced advisors. We want to get to know you!
Whether you live out of state or need contactless accommodations, our firm is fully prepared to meet your needs remotely.
As independent advisors, we are not limited to one product or mutual fund company. We search all companies for the best tools to fit your strategy.
Our team of dedicated support staff are happy to help you schedule appointments, interpret your account statements, change your address, or gain online access to your accounts. No question is too small!
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to help ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that addresses your needs.
David C. Paulson, CTS
Christopher J. Cone, CFP
(918) 392 - 7879
Client Service Specialist