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Plan Your Prosperity!
We are a Registered Investment Advisor in Norman, Oklahoma.
We are fee-only advisors compensated for our knowledge and time through financial planning fees or a percentage of assets under management. We sell no commissioned products.
We provide a transparent and holistic approach to financial planning and investment management.
We are fiduciaries.
We have no portfolio minimum.
Our recommendations are designed to help you meet your goals, not company quotas.
We are registered in the state of Oklahoma. If you live out of state, please let us know, as we will need to either register in your state or meet de minimis exemptions.
Reach your goals through strategic, on-going planning and reviews.
We provide portfolio management with regular reviews geared toward your investment policy statement.
We provide comprehensive financial planning that is regularly updated to reflect the current status of all areas of your financial life:
cash flow, investments, insurance, retirement, taxes, and estate.
Openness, communication and accountablity are at our core.
We do not believe in "black box" financial plans or investments you find confusing. We do our best to help you understand every financial decision that is made.
We are proud to be your fiduciary and believe that all financial professionals should hold that standard.
We are dedicated to financial literacy and industry professionalism.
We are active in financial planning and financial literacy organizations. Click here to learn more about Peggy Doviak