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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.

Risk Assessment

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

Your Estate: What's Next?

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

EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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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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Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the future value of your current savings.

How much life insurance would you need to produce a sufficient income stream for your family?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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