Oklahoma Financial Center

Oklahoma Financial Center

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Oklahoma Financial Center provides fee-based financial planning and investment management services to businesses and individuals from all walks of life.

Annuity Comparison 06/03/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Annuity Comparison Compare annuity options to see how each one could affect your long-term income outlook.

06/01/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

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What Is a Roth 401(k)? 05/31/2026

Ever heard of a Roth 401(k)? Would one be right for you?

What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

My Retirement Savings 05/30/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

My Retirement Savings See how your current savings rate and contributions may grow into retirement income.

Mastering Mobile Lingo 05/29/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Mastering Mobile Lingo Do you understand these common mobile slang terms?

How the SECURE Act 2.0 Changed RMDs 05/27/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

How the SECURE Act 2.0 Changed RMDs Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Money that Buys Good Health is Never Ill Spent 05/26/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses.

Simple 401k 05/25/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Simple 401k See how increasing your 401(k) contributions today could affect your balance at retirement.

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Location

Telephone

Address


12436 St. Andrews Drive
Oklahoma City, OK
73120

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm