Our practice focuses on one-on-on relationships, making sure we fully understand what is most important to you, and then developing a solid strategy to help you achieve it.
We fuel our business by always doing what is in the best interest for our clients, and keep it running by working diligently with integrity each day. We do what we say we are going to do, consistently follow up, and partner with our clients throughout their financial journey to keep them on track.
If you're preparing for goals like retirement, saving, investing, education, estate or inheritance, or just looking for a free cup of coffee and a second opinion, come by and see our branch office.
You're the CEO of your life. Think of me as your CFO supporting you on your journey.
- New Investors
- Wealth Strategies
- Business Retirement Plans
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Outdoor Enthusiast
Office Address4015 West Highway 70
Durant, OK 74701 opens in a new window
Phone NumberWyatt T Daniel at (580) 924-0510
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