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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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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Taking this quiz may help increase understanding of estate planning.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much Disability Income Insurance do you need?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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

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