Oklahoma Financial Center

Thank You for visiting the Oklahoma Financial Center site. The professionals of the Oklahoma Financial Center recognize the importance of building a strong foundation to ensure a solid financial future. That is why we have formed a team of specialists to provide businesses and individuals with comprehensive financial services,

With the combined experience of our team of independent advisors we analyze your current needs to help ensure that your goals and objectives are accomplished.

Our team works with your existing attorney's, accountants, and other advisors, to coordinate a cost effective and managable program. We want to be certain that every element reflects your personal and professioanl focus.

The hands-on approach of the Representatives of Oklahoma Financial Center establishes our commitment to building a profitable relationship by helping you obtain your goals and objectives in a realistic framework.

We have worked diligently to gather information and resources so we can offer you a wide range of services including:

Individual Personal Financial Plans

Business Planning

Pension Administration

Asset Management

Employee Benefits
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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