We provide retirement, trust and estate planning and compliance services throughout the year for small business owners, high net worth individuals, and others who appreciate exceptional service and personal attention.  We work with your attorney, broker, and insurance agent to help you identify your goals, prepare and implement a plan, and ensure that the products and services you choose are appropriate for your situation.

Because our goal is to provide you with objective, unbiased advice, we do not sell investment or insurance products and we do not limit your choice of advisors.  If you need a referral to an estate-planning attorney or a broker, we can provide you with the names of several reputable firms in our area.

Retirement, trust and estate planning and compliance services include:

• Fiduciary (estate or trust) income tax return preparation
• Oklahoma estate tax return preparation, including affidavits of nontaxable estates
• Gift and generation-skipping transfer tax return preparation
• Review of trust documents to ensure tax and personal objectives are met