Services

Your financial goals are unique, and your strategy should be too. Whether you're planning for retirement, reducing debt, protecting your family, or uncovering tax-saving opportunities, our advisors provide personalized guidance to help you move forward with confidence.

Your reliable financial partner

Our Services

A world of financial opportunities and proven ways to save money at your fingertips.

LONG-TERM CARE

A long-term care event can significantly impact your retirement and financial future. Learn how proactive planning can help protect your assets, preserve your choices and provide peace of mind for you and your family.

Learn More

ANNUITIES

Looking for more confidence in retirement income? Discover how annuities may help provide guaranteed income and create great financial security throughout retirement.

Learn More

SPECIAL NEEDS PLANNING

Every family deserves a plan for the future. Explore how specialized planning can help protect benefits, provide long-term security and support the unique needs of your loved ones.

Learn More

Tax Credits

A wise financial decision to reduce costs and further expand your business. You’ll be able to lower your overall tax bill and keep more of your hard-earned money.

Learn More

Debt Reduction

Watch your balance decline with sound financial strategies and the proper guidance from our team of experts.

Learn More

Tax Free Retirement

The perfect way to make the most of your retirement! Enjoy your golden years without having to worry about paying any taxes on your hard-earned savings.

Learn More

Guardian Financial

Hear it from our clients

In a time when businesses are spending more assets and time to compete, Tim is a welcomed source of knowledge that shows businesses how to retain as much capital as possible and also receive significant tax incentives they never thought they were qualified to receive.

- Nancy H.

Tim has assisted with our beneficiary and business trust for the past 3 years. He is very knowledgeable, specifically about legacy planning, trust strategies, and specialized tax strategies. Tim is the first line of defense with all tax-related strategies for us.

- Jeremy L.

Responsive and efficient. Happy I found Tim. Every question, no matter how many I had, was answered thoroughly and completely. I have recommended him to my colleagues and they are just as happy as I am.

- Bill S.

I have yet to meet anyone with his knowledge, experience, and confidence when it comes to any kind of taxes. He took ALL of my stress away when he took me on as a client.

- Debbie S.

Tim has great knowledge concerning taxes. His credentials give him great credibility and he has also helped many businesses achieve their goals through tax credits.

- Jon G.

Thanks to the tax credits Tim informed us about, we now get to replace our old and outdated manufacturing equipment with new more efficient equipment!

- Jerry R.

Service Area

Located in Oklahoma

Serving clients Nationwide!

Phone

(405) 468-9944

¡Hablamos Español!

(405) 620-1095

Email

Business Hours

Monday – Friday

8:00am – 5:00pm

Call us now!