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EQUITY FINANCIAL GROUP | Investments | Estate Planning | Insurance
Risk Assessment
Capture your current risk tolerance and find out if your current portfolio is right for you!
Get Started!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 MoreNewsletters
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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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.
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.