We'll guide you along the way
From college funding to retirement planning, for over a decade, members of our team have helped Tulsa area friends and families meet their financial goals.
Integrity for every client, with every approach, in every decision.
Integrity Financial Services, LLC
was established in 2008
Service area
Tulsa, Oklahoma
Contact
918.949.3535
Our services
Retirement Planning
What do you want your golden years to look like? How do we navigate the financial complexities to get there?
Tax Planning
We analyze your financial situation and seek opportunities to reduce tax liabilities and increase your overall wealth.
Portfolio Management
We work closely with you to create a tailored portfolio that aligns with your goals and risk tolerance.
Estate Planning
We work to ensure your wishes are respected and your loved ones are well taken care of.
Our Process
01.
Income risk assessment
02.
Portfolio stress test
03.
Tax strategy review
04.
Legacy, charity & estate plan
05.
Complete review
35
Years of Experience
CRPC & Ed SLot Elite Advisor
Terrilyn
MPAS
Kim
News
Life Insurance and Financial Literacy: Key Insights to Know
April is recognized as Financial Literacy Month, making it an ideal time to reflect on your overall financial health—including your life insurance coverage. Many people associate life insurance...
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Maximize Your IRA and HSA Contributions Before Tax Day Arrives
As tax season draws near, now is an ideal moment to revisit your financial plans—especially when it comes to adding funds to your IRA or HSA. These accounts offer meaningful tax advantages, but to...
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A Fresh Look at Trump Savings Accounts for Families
Planning ahead for your child’s financial future is a priority for many parents. Whether you're thinking about college costs, helping them buy a first home, or giving them a head start as they...
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Turkey Talk: 5 Financial Questions You'll Gobble Up
The Power of Compound InterestImagine sitting around the Thanksgiving table, and someone brings up the magic of "interest on interest." It might sound dry, but here's a juicy nugget: If you invest...
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October's Financial Planning: Empowering Youth
October: National Financial Planning MonthOctober is celebrated as National Financial Planning Month, providing an ideal opportunity to equip the next generation with essential financial literacy....
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Fall Into Financial Success This Season
As the leaves turn and the air brisk and cool, many of us begin to feel the mounting anticipation of the holiday season. Alongside the usual cheer, there's often a creeping anxiety about finances...
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Navigating Investment Options: A Guide to Diverse Vehicles
Feeling Overwhelmed by Investing?Investing can often feel overwhelming, especially with so many options and considerations at play. Whether you're just starting out or looking to refine your...
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Seminar, June 27th & 29th, Tulsa Tech
Integrity Financial regularly hosts complimentary informational seminars and insurance sales presentations for our clients and the greater community. These seminars focus on retirement income...
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