Vital Retirement Planners

Financial Fitness Center

We specialize in working with small business and real estate owners. Our minimum tax prep fee is $650. Celebrating over 30 years of business, the Financial Fitness Center specializes in tax-smart wealth management, strategic tax planning and tax preparation (tax prep). The dedicated staff is knowledgeable and here to serve your financial needs with the personal attention that is our hallmark.

Affinity Insurance and Financial LLC: Allstate Insurance Personal Risk Management, Retirement Protection

Having grown up in Sapulpa, I'm familiar with all of Creek County. I've been serving my neighbors and meeting new residents since opening my doors in 2006. When you come into my agency, you'll find a kind, educated and efficient team. Each member is dedicated to helping customers choose coverage that suits their needs and helps protect what matters most. We help with traditional insurance products as well as Personal Risk Management, Retirement Protection, Business insurance and more. Stop by my agency, located one block west of South Hickory Street on West Taft Avenue, or give us a call today.

Lund Financial Management a lifetime growing your retirement assets

Our team is committed because you've spent a lifetime growing your retirement assets, saving responsibly. But how do you know your retirement is stable? What would a downturn in the market mean for you and your family? It's time to build some armor around your retirement strategy and start protecting your retirement assets. Even the finest retirement strategy can crumble due to unexpected life events. Injuries, long-term care incidents and even state and federal taxes make up a few of life's many hurdles.

Freedom Financial and Life

We offer financial retirement services. We protect families, ensuring they retire with dignity, never run out of money, and reach their financial destinations. We help you protect & grow your hard-earned money with no risk. Your money will be in a safe place, protected from market declines and will have the opportunity to grow over time. We can help you convert your Retirement Account (IRA, 401(k), 403, 457, TSP, Roth IRA, etc.), into a Guaranteed Lifetime Income Stream that you cannot outlive. We also work with fixed index annuities and cash value accumulation life insurance. The stock market is at an all time high in history, but it's a risky place to keep your savings. There's no better time than now to be a 'Profit Taker', and start moving some of your money to a safe place where is protected and you can earn interest, never lose one penny*, and save for your retirement. Imagine how you will feel during the next market crash, knowing that your money is safe, in your control, and is continuing to thrive. With all of the uncertainty in the world right now, don't you want your money to be protected so you can sleep soundly at night? That is exactly what we can show you how to do. Call / write now to request your free, no-obligation complimentary consultation.  Our clients pay zero (0%) management fees.  Take advantage of this offer today! *Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

Our House Wealth Advisors

At Our House Wealth Advisors, we strive to serve our clients with a tailored approach that takes into account their personal goals and needs. We make sure to keep the end goal in mind as we plan and navigate through the complexities of everyday life. Our process is straightforward – we take the time to listen, understand, and develop plans that fit each individual’s needs. Our team of advisors have the expertise to help with all aspects of financial planning, including retirement planning and college selection. We make sure to stay up-to-date on the latest trends and regulations so that our clients can make informed decisions with confidence.

Farmers Insurance - Jeremy Klem

Farmers Insurance - Jeremy Klem is an insurance agency offering a wide range of services to clients. They provide personalized service and advice to fit the needs of their customers. Services include auto, home, life, and business insurance. They also offer financial planning and retirement savings guidance. Their knowledgeable agents strive to understand their customers and their unique situation, providing the best coverage options available. With years of experience, they are committed to helping customers protect what matters most to them. Farmers Insurance - Jeremy Klem is licensed by the California Department of Insurance, with a license number of 0B66153. During the COVID-19 pandemic, their agents are still available online or by phone for the safety of customers, agents, and employees. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Vital Retirement Planners

Living a healthy lifestyle is important for a long, happy life. Eating right, exercising when possible, and visiting the doctor regularly are all ways to stay fit. It's also important to be financially fit in order to live a long, happy life, especially during retirement. That's why it's important to invest wisely, have the right coverage, and consult with a financial advisor often. At Vital Retirement Planners, we help you become Financially Fit so you can live a Fearless Retirement. We start off with a consultation to get to know you and your goals. After that, we can diagnose your finances and give recommendations on how to improve them. We'll also address any questions or concerns you may have. Finally, we'll put your plan in motion and you'll be ready to live fearlessly in retirement. Our team at Vital Retirement Planners is dedicated to helping you achieve financial fitness so you can live a long, happy life. Let us help you become Financially Fit today!

Rob Heath - State Farm Insurance Agent

At Rob Heath - State Farm Insurance Agent, our mission is to become the preferred choice for insurance and financial services within our community. We focus on building and preserving strong relationships with our customers, so that they can make informed decisions when it comes to managing their risks. Our team is committed to providing remarkable customer service, going above and beyond expectations. We understand that customers have many options in the marketplace, and our dedication to excellence sets us apart from the rest. We provide a variety of services to meet the needs of our customers. We offer a range of financial and insurance products, including auto, home, life, and health insurance. Our experienced agents can help customers tailor the right coverage to fit their individual needs. We also offer retirement planning, college savings plans, and investments, allowing our customers to better plan for their future.

Anita A Murray - State Farm Insurance Agent

At Anita A Murray - State Farm Insurance Agent, our mission is to help people manage the risks of everyday life, recover from the unexpected and pursue their dreams. We provide personalized coverage designed to fit your individual needs and budget. Our knowledgeable team is here to guide you through the process of comparing and selecting the best options available. From auto, home and life insurance to financial services and retirement planning, we have the resources to help you secure your future. With our commitment to excellent customer service and reliable coverage, you can rest assured that you and your loved ones are in good hands. Contact us today to get a free quote and start on the path to achieving your goals.

Grand Canyon Planning Associates

We take a holistic approach to your retirement planning, estate planning, life insurance, and long-term care solutions. We can help you evaluate your current plan if you have one or help to design comprehensive estate and financial plans that best fit your goals. We Specialize In: - Estate Planning - Retirement Planning - Tax Planning - Veteran's Long-Term Care - Social Security Strategies

Cornerstone Financial Partners

As an independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their loved ones. My expertise lies in making life insurance, disability insurance and annuities understandable and implementable, so that clients can make the best decisions for their unique situation. I offer a wide range of options, from permanent life insurance (whole life, index universal life, universal life) and term insurance, to disability insurance and fixed index annuities. Additionally, I'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to providing the highest level of service to my clients. My independent status allows me to search through various insurance carriers to find the best fit for any given situation. I strive to make sure that my clients are informed and educated on the products and services they are receiving, so that they can make the best decisions for their financial needs.

Cal Coast Financial

Retirement Funding Solutions, provided by Cal Coast Financial, offers a Home Equity Conversion Mortgage, often referred to as a reverse mortgage. This Federal Housing Administration-insured loan program helps retirees secure a more comfortable retirement. Our mission is to assist our clients in making the best-informed decision when it comes to funding their retirement. We provide services to help with purchasing a new home to fit lifestyle needs, preserving retirement funds, reducing monthly expenses by paying off existing mortgages or consolidating debts, augmenting cash flow, incorporating housing wealth into retirement plans and creating an emergency fund. Contact us for a free analysis and more information today.

On The Mark Money

Hi, I'm Mark Stoecker, and if you're seeking a financial advisor, we could be a great fit. As a Fee-Only financial advisor, I take pride in fulfilling my responsibilities as a Fiduciary to my clients. This means that their interests are placed before my own in every process and recommendation. I have been helping customers throughout Texas for over 24 years. Everyone wants assurance that the strategies they use for retirement will bring satisfactory results even in an unpredictable economic climate. Imagine having the peace of mind that comes with knowing you are in control and protected from any future market or economic changes. At On The Mark Money, we offer Innovative Investment Solutions that provide Measurable Success. We also guarantee True Accountability. Our goal is to give you Confidence, ensuring that you are in charge of your Financial Freedom. We strive to win your loyalty and reward your efforts with Real Results. You should always know exactly what is going on. Don't let inaccurate information impact your retirement. Reach out to us today and let's get started.

NW Tax & Wealth Advisory Group

NW Tax & Wealth Advisory Group, Inc. is an independent Registered Investment Advisory Firm based in the Pacific Northwest. We have been helping clients with their financial planning and retirement solutions since 1973. Our firm exists to provide individualized advice and strategies tailored to each client's particular needs. As an independent business, we are able to offer a wide range of services, strategies, and financial products. We take tax considerations into account when designing plans and making recommendations. We understand that each client's situation is unique, so we don't use a one-size-fits-all approach. We strive to provide comprehensive and personal service with uncompromising integrity, so our clients can have peace of mind in retirement.