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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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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.