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Tulsa, OK

Enid, OK

Oklahoma City, OK

Meet Our Team

Since 1969, we have helped shape the financial future of Oklahoma families. With a legacy of trust, we are here to help you invest, protect, and grow for generations to come.

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Risk Assessment

Capture your current risk tolerance and find out if your current portfolio is right for you!

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Your Estate: What's Next?

Lets talk about the big elephant in the room... .

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EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance

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Are-You-Invested-Properly-Equity-Financial-Group-Financial-Advisor-Enid-Oklahoma-Joey-Armstrong-Retirement-401k-Investments

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

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