Financial Services and Planning

Helping Secure Your Financial Future

At a time when the financial climate is increasingly complex, many can benefit from professional, personalized advice to help meet financial targets. We will meet with you to examine your current situation, assess your goals and circumstances, and ensure you’re on a path toward securing your financial future. To effectively manage financial affairs, you need extensive knowledge, meticulous organization, and constant vigilance. We provide all that and more, with a complete range of advisory services to help you sort through the intricacies of financial planning.

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Desktop)

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Go Mobile!

...and get what you need, when and where you need it!

1401 E Douglas Ave, Wichita, KS 67211 • 316.264.7203 ph • 316.264.6481 fax
408 Fairview Ave, Ponca City, OK 74602 • 580.762.6355 ph • 580.762.9169 fax