Broker Check

2250 East 73rd Street Suite 650 Tulsa, OK 74136

918-494-2929
fpr@lpl.com

Additional Services

Whether directly through our firm or via other trusted associates, Financial Planning Resources provides a wide range of services to support the unique needs of our clients.

Our full range of services include:

  • Customized Financial Plan

  • Retirement Income Estimates

  • Life, Disability Income and Long Term Insurance Review

  • Estate Planning Strategies

  • Wills and Powers of Attorney

  • Trusts and Charitable Giving Strategies

  • Review Income Tax Returns for Tax Savings Opportunities

  • Review Social Security Benefit Strategies

  • Financial Consultation for Family Members

  • Beneficiary Check Up

  • Review Employer Retirement Plans

  • Calculate and Administer Required Minimum Distributions

  • Review Investments held by Outside Providers

  • Attend Meetings with CPA (if requested)

<p>The ABCs of Zero Coupon Bonds</p>

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn More
<p>To Buy or Not to Buy</p>

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
Learn More
<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Contact Us