In order to provide our clients with the most options possible, we have formed strategic partnerships with several other firms including:

Partners in Financial Planning

Individual financial planning services are offered through our sister company, Partners in Financial Planning, Inc. Patricia M. Goodman,CFP, president, is committed to helping her clients meet and exceed their financial goals. Also based in Edmond, Partners in Financial Planning, Inc., works with its clients to establish financial priorities and to bring order to its clients’ financial futures.