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EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance
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.
Learn MoreRisk Assessment
Capture your current risk tolerance and find out if your current portfolio is right for you!
Get Started!Newsletters
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.