Resources

We believe that you should check the credentials and experience of your trusted advisors.

USA Today - Your Portfolio Column

Chicago Tribune - Required Distributions Need Care to Manage

Oklahoma Securities Commission - Verify state licensing using "database search" for David Bize under Broker-Dealer Agent and/or Investment Advisor Rep

Financial Industry Regulatory Authority - Verify securities licensing and history by searching for David Bize and CRD#4041347

Certified Financial Planning Board - Verify credentials and history by searching for David Bize in Oklahoma.

Why You Should Choose a Certified Financial Planner - What are the CFP® requirements and why are they important.

Be Tough With Your Financial Advisor - Your financial advisor may not be putting your interests first.