Broker Check

2525 NW Expressway
Suite 608
Oklahoma City, OK 73112


David Bize, CFP®

(405) 607-0768


Our Pledge to You

  • Our charter is to recommend planning strategies that optimize the probability of success, which for retirement planning for example, would be to maintain the lifestyle you reasonably desire without the worry of running out of money during your lifetime.
  • Our recommendations are predicated on in-depth knowledge of your situation, desires, and risk tolerance.
  • As an independent financial planning firm our recommendations are totally objective without bias for any particular company and are the best available based on current technology, financial theory, and available products.
  • Our recommendations are what are best for you without regard to our compensation.