Effective December 18, 2020
Due to the increasing number of COVID-19 cases in our area, we have made the decision to once again close our office and work remotely, for the time being, to ensure our clients, team members and families have the safest working environment possible. Just as earlier in the year when these changes first occurred, our business continuity plan will be working as designed for you, our valued clients and friends. You will not see a disruption in services.
Each member of our team has the ability to continue their roles in providing you the highest quality of services in any setting. You can still call our office, email a team member or fax information to us without hesitation. We will be visiting with clients by appointment only via telephone or Zoom. If you have any questions that do not require an appointment, please call our office at 918-423-3222 and one of our team members will be happy to help you.
Your family's needs and desires are vital and important to us. Our clients are some of the most wonderful people we know. Please be paitent with us as we do what we feel is best to ensure everyone's health and safetly. We look forward to seeing everyone as soon as we can.
Stay safe, stay healthy, and thank you for the opportunity to serve as your wealth advisors and financial planners. We are here to help.