Broker Check
Midwest Private Client Group

By Appointment Only

(405) 513-6415

A Bucket Plan to Go with Your Bucket List The Junk Drawer Approach to Investing Perception vs. Reality The Other Sure Thing Estate Management 101

Wouldn’t it be great if we could have a radiologist read our finances from an MRI and tell us what’s working and what’s not? Well, we can.

Get to know us. We discover. We educate. We create an economic treatment plan.

Do you wear a white coat?

  • Did you know you could have a lawsuit target on you just because you look wealthy?
  • If you get sick or hurt, what does your current disability insurance policy actually pay for? Your job is to think critically. Chances are, your disability policy might not cover that.
  • You’re trying to balance work and family life. Your finances shouldn't interfere.

Do you own a business?

  • Do you want to keep the business going for the next generation? Do you think that’s just going to happen on its own?
  • Are your key employees loyal? Really, are they truly loyal enough to stay, no matter what?
  • Can your business operate without you?
  • Do you have both children AND a partner? Who will ultimately get your business, your kids or your partner’s kids?

Helpful Content

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow