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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 day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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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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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

How much Disability Income Insurance do you need?

This calculator can help you estimate your annual federal income tax liability.

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