BLACKBURN FINANCIAL GROUP
3200 Quail Springs Parkway, Suite 110, Oklahoma City, OK 73134 DIRECTIONS
Since 1985
Here’s The Deal:
Blackburn Financial Group is an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives. They are expertise 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. Blackburn Financial Group offers a breadth of experience in tax-efficient strategies, estate planning, insurance products, securities, and retirement income planning combined with focused, personal service. The firm emphasizes building relationships and creating long-term strategic financial plans.
SPECIALTY:
Tax and Retirement Planning, Life Insurance, Annuities, Long-term Care Insurance, Analysis of Individual Financial Plans, Estate, and Income Tax Analysis, Pension, Profit Sharing, Key Employee Protection, Deferred Compensation, Selective Salary Continuation & Spousal Income Replacement
TBR® Inspection Report:
ALIGN WEALTH MANAGEMENT
13921 Quail Pointe Drive, Oklahoma City, OK 73134 DIRECTIONS
Since 1994
Here’s The Deal:
Align Wealth Management is the only business that delivers objective fiduciary guidance, resulting in simple and elegant wealth management solutions. Their team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience. They strive to deliver peace of mind by helping you make the most of your one financial life. Their clients consist of a discerning group of individuals, families, and small business owners. Their investment management services include customized portfolios, ongoing portfolio management, and periodic performance reviews to ensure alignment with your goals and objectives. Their asset allocation decisions are always customized for you and your particular situation. You can get a complimentary, confidential second opinion service. Align Wealth Management also serves in St Petersburg.
SPECIALTY:
Asset and Investment Management, Roth Conversions, Retirement Income, IRA Rollovers, and Tax-Wise Retirement Distribution Strategies, Short, Mid Term, and Long Term Investments, Social Security Analysis, Estate Planning, Pensions, IRAs, Retirement, 401K, Insurance & Tax Planning
TBR® Inspection Report:
BULMER FINANCIAL GROUP
918 Southwest 107th Street, Suite 100, Oklahoma City, OK 73170 DIRECTIONS
Since 2015
Here’s The Deal:
Bulmer Financial Group is an independent company that has been proudly serving Oklahomans for over 20 years. Their advisors have the knowledge and experience to guide their clients effectively through their retirement years. Their relationships with their clients are built on this very premise. The firm offers a client-centered approach to financial solutions. They offer counsel on investments, retirement solutions, insurance, and more. At Bulmer Financial Group, they are committed to creating retirement solutions tailor-made for every client. They provide quality access to health, and life insurance is a staple of their practice.
SPECIALTY:
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, 401K Retirement Portfolio Management, Annuities, Long Term Care, Whole, Universal, Indexed Universal & Variable Universal Insurance