Interested in getting connected at a more casual level?
​Visit our Events page to view our upcoming free educational seminars.
​
​Already a client and looking to log into your account? Let us take you there.
We help families preserve what is THEIRS.
The estate beneficiary should not be THE IRS. 
The strategy is to retain what is THEIRS
and transfer it to the HEIRS.​

What is your strategy? 
Come in and talk it over with us.

​
​Check out Jeri's background on FINRA BrokerCheck.
​
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through First Mate Financial Advisors, which is not affiliated with Woodbury Financial Services, Inc. Services offered only where registered to do business. Neither Woodbury Financial Services, Inc., nor its registered representatives provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CO, FL, KS, MD, MO, OK, TN, TX, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Please note: when you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. 
Find us at:
​1516 S Boston Ave, Ste 100 Tulsa OK 74119     

p: 918-794-5544     
f: 877-822-9961

​Account Login