Financial Goal Planning of Oklahoma 

Welcome! Our Goal Is Your Peace of Mind

Welcome and thank you for visiting the Financial Goal Planning of Oklahoma (FGP) web site. It is our belief that nearly everyone needs and deserves a sound financial plan. This plan should be delivered in a timely fashion and in an objective, competent and affordable manner. It should not be overly complicated and fairly easy to implement. Just as the citizens of our country can derive long-term benefits from preventive health care, so can we gain lasting benefits from the use of proper financial planning care - especially while time is still on our side.

Much like a visit to your doctor or attorney we are compensated on a project or hourly basis. We do not receive commissions from any of our recommendations nor do we receive fees for assets under management. We take pride and satisfaction in being able to maintain an independent and objective viewpoint while avoiding any potential conflicts of interest.

Although we recommend a comprehensive approach to financial planning which encompasses the full spectrum of relevant subjects, we may also be engaged to review specific area(s) of your financial situation that presently concerns you. Our SERVICES page outlines our approach to each subject as well as our fees.

We utilize a state-of-the-art web-based financial planning software program that is regarded as one of the best in the industry. Money Guide Pro focuses on determining the likelihood of clients being successful in reaching prioritized goals given their current investments, their future contributions, and future investment rates of return. The resiliency of the plan may be tested by adjusting different variables. If changes are required to generate more breathing room for the plan then corrective suggestions may be made.

To view a portion of the reports that Money Guide Pro offers please click here. Then navigate to the bottom of the MGP home page and click NAVIGATE SAMPLE CLIENT.

FGP of Oklahoma offers a complementary no-obligation “get-acquainted” meeting which will determine if our services are appropriate for your unique situation.

Feel free to explore our informative web site further or contact us to set up your complimentary "get-acquainted" appointment.

Our goal is your peace of mind. 

Christmas Sunset - Edmond 2009

Roman Nose State Park, Autumn 2010