To Honor God and Care for People
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Money University
Money University, the book, provides a no nonsense and humorous approach to building wealth. From the vomit test to sound fiscal fitness, Cash simplifies Wall Street for main street. Deep in debt and deca-millionaires use Money University to learn the new secrets to wealth and use simple steps to create our vibrant financial future.
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Don't know where all your assets are? Now you can!
With My Financial Plan, everything you own is in one secure, accessible place. Consolidate your data, stay up-to-date with account values, and use our Interactive Decision-Making Tools to help you make informed financial decisions.
CONTACT US
Cell: 512-785-2274
Office: 512-522-4849
Email:
[email protected]
OUR LOCATION
12711 South Date Street
Jenks, OK 74037
MAILING ADDRESS
12711 South Date Street
Jenks, OK 74037
SERVICES WE OFFER
» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection