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Our goal is to provide an exceptional and personal experience that delivers to you the confidence to live your life to its fullest. Acting as fiduciary, our commitment is to empower you to make informed financial decisions by providing consistent personal service and unbiased advice... We offer investment solutions based on your risk tolerance, time horizon, preferences, and need to take risk (based on your goals). Utilizing the combined principles of advanced academic research and Nobel Prize winning concepts, our goal is to help you build and manage lowcost, well diversified portfolios... Our partnership with USA Financial Securities offers freedom of investment choice and quality customer service. From professionally managed portfolios, to a quick check-up, or an in-depth review of your financial situation, we have the tools, services, and solutions for your family, finances, and future.

Also known as: Plan My Strategy

Primary location: Edmond United States