Financial Advisor
As your family advisor, our Team will actively manage investments and regularly update you. We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking online portals.
Investments
Portfolio Management
Estate Planning
Retirement Planning
Cash Flow Analysis
Asset Protection
Tax Planning
Dynasty Trusts
With many years of business experience, (Harvey Hanson Law Firm, Oklahoma Distilling Co., Burkholder Wealth Management) legal experience, as well as many years of money and investment management, we combine practical experience with specialized knowledge of legal, financial, and tax management. We know that, although each client’s needs are unique, a truly comprehensive financial management program is possible. Not only is it possible but it is necessary when building a cohesive plan that works with every other part of your financial life. Our approach combines the legal, financial, and tax planning into one office, providing, convenience, efficency, and coherence to your plan, so that you know that all parts are working together to accomplish your goals.