Corporate Financial Planning Capabilities

Together, we’ll work to assess your needs, then deliver a plan
and strategy that moves you toward your goals.

Our team offers focused and comprehensive  financial planning capabilities to deliver the guidance and advice best suited for your situation, even as the guidance you need evolves.

RETIREMENT PLANNING

Choosing the right partner to help you develop the ideal retirement plan for your organization is more critical than ever. Retirement plans are one of the most effective tools employers have in attracting and keeping good employees. Find Out More

EXECUTIVE BONUS PLANNING

We’ll give you options to help you retain your key people and attract new talent by offering an executive benefits package. We’ll help you customize a plan to provide for the financial needs of your top employees. Find Out More

EMPLOYEE BENEFITS

When your employees aren’t worried about their health care, retirement, or the future, they can focus on their work. Our alliance partner, Gallagher Benefit Service, Inc., specializes in finding the best benefits solutions for your business. Find Out More

BUSINESS SUCCESS PLANNING

We know it’s hard to step back from the day-to-day operations to look at the long-term picture, but planning for the unexpected is just as important as planning for your expected growth, diversification or even the sale of your business. Find Out More

CONTACT US

TULSA
Office: 918-524-6319
Fax: 866-712-884
1425 East 41st Place South
Tulsa, OK 74105
jlpaschal@financialguide.com

OKC
Office: 405-486-1400
Fax: 866-712-8849
1300 N. Walker, Suite 200
Oklahoma City, OK 73103

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office 1300 North Walker Ave, Suite 200, Oklahoma City, OK  73103

CRN201904-209030