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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.

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Risk Assessment

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

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Your Estate: What's Next?

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

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EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance

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HOT TOPIC: The Shutdown is Over: What Now?

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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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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