Lawton Office

1409 West Gore

Lawton, OK 73501
Our Approach

Our Approach

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Volunteering in Retirement</p>

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Glenn Herring

Glenn Herring

Retirement Planning Specialist

Karen Haggenmiller

Karen Haggenmiller

Office Manager

Rick Blackstock

Rick Blackstock

Retirement Specialist

LET'S GET CONNECTED

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