Advance Financial Lighthouse specializes in helping families and individuals visualize their future, take action and measure their results. We want to understand the purpose and opportunities you want your money to create in your life by listening and understanding. We are a full service practice with expertise in retirement savings, income planning, insurance planning, estate and tax strategies. Our goal is to be there for you during life changing events and serve as your Lighthouse to Financial Strength and Independence.
Closed now
We are a boutique Financial Services organization that specializes in the Redirection of Tax Dollars. We do Cost Segregation Studies, Foundation Planning, Insurance, Equities, Annuities, Establishment of Captive Insurance Companies, Estate Planning and Wealth Preservation, Life Settlements, CE for Real Estate Agents and brokers.
We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. We helped individuals and couples at all economic levels achieve their financial and long-term retirement goals by creating an Income For Life Plan so that they can focus on enjoy retirement, and not worrying about running out of money during their senior years. We're very hopeful for an opportunity to discuss your Income For Life Plan so you can learn firsthand how we can be of benefit.
Gorton Financial Group's mission is to build strong relationships with our clients that are based on mutual trust, respect, and a total commitment to our clients. We aim to be your trusted financial guide, and to assist you in securing a better and safer future for yourself and your family.
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Legacy Financial Advisors, LLC is a comprehensive financial services firm committed to helping people improve their long-term financial success. Our customized and holistic planning programs are designed to help preserve and grow our clients' assets by delivering an unprecedented level of personalized service and expertise. We believe our process is second to none. We address your financial situation from all angles -- including managing tax-efficient strategies and working with other professionals -- to create a comprehensive strategy appropriate for you.
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Our branch offices are temporarily closed to all pedestrian traffic. Please call if you need to reach one of our planners. The Edelman Financial Engines Advisor Center in Oklahoma City serves the areas of Oklahoma City, Tulsa and North Texas to assist clients in meeting their financial goals. Visit with an investment advisor for help with your 401(k) rollover, saving for a child's education or developing a personalized retirement strategy. For your convenience, we also have an office in Norman.
