Congratulations to Chase McBee, an LPL Advisor Representative, on earning the prestigious Certified Financial Planner (CFP®) designation! This accomplishment highlights dedication, extensive knowledge, and a commitment to high ethical standards in financial planning. Passing this rigorous, multi-year, multi-step process shows a commitment to clients.

Join us in congratulating Anna Simon, an LPL Advisor Representative, on earning the Certified Financial Planner (CFP®) designation.  Achieving the CFP® certification is a distinguished milestone and reflects Anna’s dedication to excellence in financial planning.  It is recognized as the highest standard in the profession, requiring rigorous education, comprehensive examination, and adherence to a strict code of ethics. 

Financial Planning Resources welcomes Gavin Faucett as our newest advisor

Financial Planning Resources is growing! Our team has worked hard to take good care of our clients, provide excellent advice and invest in efficient tools. We expect continued growth in the years ahead.  We are proud to introduce Gavin to help us with this growth.

Gavin spent nearly 25 years as a manager in logistical operations.  After a successful career in corporate sales and distribution, he made the decision to transition to Financial Services in order to focus on his life-long ambition of helping others define and create a plan to work towards achieving their financial goals.

Financial Planning Resources welcomes Lee Dewey as our newest advisor

Financial Planning Resources is a growing financial advisory services firm and we are excited to announce the addition of another advisor, Lee Dewey.

Lee, a Tulsa native, graduated from Memorial High School and went on to OSU Tulsa where he got his degree in International Business.  Lee spent 10 years in the oil and gas industry before making the decision to take another career path.

Partnership Announcement! We are honored to announce that Daran Tucker, LPL Investment Advisor Representative, CFP®, ChFC® has accepted partnership at Financial Planning Resources.

For the past 40 years, Financial Planning Resources has prided itself by striving to deliver the best service, best advice and use the best investment tools for our clients. In turn, our wonderful clients have referred us to their friends, family, co-workers and neighbors. Together, we have grown significantly making our firm now one of the largest in the state with plans to continue growing with wonderful clients. Our firm has doubled in size over the last 5 years and Daran has been an integral part of this growth. With the Certified Financial Planning (CFP®) and Chartered Financial Consultant (ChFC®) designations, Daran brings a wealth of knowledge and expertise to our firm. His dedication to helping our clients pursue their financial goals is unwavering.

Our firm has a long-standing reputation for providing exceptional service and personalized advice to our clients. As we continue to grow and expand, Daran will play a key role in ensuring that we maintain our commitment to ethical, transparent, and sound financial planning and investment management.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Financial Planning Resources, Inc. and LPL are separate and unrelated companies.

Financial Planning Resources is honored to announce that Stacey Richards, LPL Investment Advisor Representative, has earned her Chartered Financial Consultant® (ChFC®) designation from the American College of Financial Services.
Candidates for the ChFC® designation must complete a minimum of nine courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements.
The ChFC® program prepares professionals to meet the advanced financial needs of individuals, families and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals.
Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.

James K. “Skip” Nichols, with the support of the team at Financial Planning Resources, is honored to announce that he has been recognized in the top 1% out of 17,400 LPL Financial advisors and program managers. He has achieved the level of Executive Council. This honor is awarded to less than 1% of LPL advisors.
The award is given annually based on the amount of assets under management that our firm helps our clients accumulate.