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.

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.

TAKE THE "VOMIT" TEST

CLIENT PORTAL

BECOME AN ADVISOR

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