ALIGN WEALTH MANAGEMENT
13921 Quail Pointe Drive, Oklahoma City, OK 73134
Since 1994
Asset and Investment Management, Retirement Income, IRA Rollovers, Roth Conversions, and Tax-Wise Retirement Distribution Strategies, Short Term, Mid Term, and Long Term Investments, Social Security Analysis, Estate Planning, Pensions, IRAs, Retirement, 401K, Insurance & Tax Planning
Specializes in wealth management solutions ● Their clients consist of a discerning group of individuals, families, and small business owners ● Serves also in St Petersburg ● Their asset allocation decisions are always customized for you and your particular situation ● Complimentary, confidential Second Opinion Service
TBR® Inspection Report
BLACKBURN FINANCIAL GROUP
3200 Quail Springs Parkway, Suite 110, Oklahoma City, OK 73134
Since 1985
Tax planning, Life Insurance, Annuities, Long-term Care Insurance, Analysis of Individual Financial Plans, Estate and Income Tax Analysis, Retirement Planning, Pension, Profit Sharing, Key Employee Protection, Deferred Compensation, Selective Salary Continuation & Spousal Income Replacement
Expertises in income, estate and long-term care planning as well as comprehensive business planning ● They continually strive to keep abreast of new ideas, changes in tax laws and innovative products while representing many financially stable and well-managed individuals and companies
TBR® Inspection Report
BULMER FINANCIAL GROUP
1236 Southwest 89th, Suite A, Oklahoma City, OK 73139
Since 2015
401K Retirement Portfolio Management, Mutual Funds, Exchange-Traded Funds, Simple and Sep IRA, Roth IRA, 401(K) Rollover, Social Security Strategies, Individual and Employer-Sponsored Retirement Plans, Advisory Accounts, Annuities, Long Term Care, Whole, Universal, Indexed Universal & Variable Universal Insurance
Provides quality access to health and life insurance is a staple of their practice ● Their advisors have the knowledge and experience to guide their clients effectively through their retirement years