This site will provide you with a wealth of information about the products, services, concepts and approach we take at our firm. You can also get updated information about topics such as healthcare reform. We believe in providing sound informational material so you as the consumer can make the right choices when it comes to your insurance and investment needs.
How much do you need to save each year to meet your long-term financial goals?
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Use this calculator to estimate the cost of your childs education, based on the variables you input.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Working for Social Security
There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.
The Board of Directors: A Key to Company Success
Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.
Don't Let a Disability Cripple Your Family's Finances
One way to help protect against the financial ruin that a disability can bring is through disability income insurance.
A Question of Identity
The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.
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Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
Securities offered through and supervised by Wilbanks Securities, Inc. Member FINRA SIPC 4334 NW Expressway, Suite 222, Oklahoma City, OK 73116. 405-842-0202.