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405.256.6153

  Investment Representative, Jeannie Roberts; Financial Planner, Jamie Blakley; Account Services Manager, Michelle Kimberlin.

It's important to have an advisor with a full range of expertise to help both a business and/or your family’s financial affairs. It is critical to managing and growing your financial life to have a planner who has the knowledge to evaluate and guide your complete financial picture. Every part of your financial life is interrelated and, in fact, acts like a balancing scale towards your unique financial reality. It's paramount to integrate tax smart planning with financial planning, estate planning, retirement planning, and your personal financial goals. We work with families and business owners to help them better understand and implement the opportunities and potential rewards that are available when a proactive approach is taken to their financial situation.

Financial Planner, Jamie Blakley, uses a comprehensive financial review process to help clients make smart choices today to pursue a brighter financial future. She has found the main areas to address often fall under the following broad categories: *Investments, Family Risk Management, Cash Flow & Debt Management, Retirement Planning, Business Planning, Legacy Planning, Education Planning, and Special Situations Planning.

If you are ready to pursue the financial life you've dreamed about contact us to learn more. We promise,"When it comes to your financial life we'll take care of you like family."


Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.