We'll guide you along the way

From college funding to retirement planning, for over a decade, members of our team have helped Tulsa area friends and families meet their financial goals.


Integrity for every client, with every approach, in every decision.

Contact Us

Integrity Financial Services, LLC

was established in 2008


Service area

Tulsa, Oklahoma


Contact

918.949.3535

Our services

Retirement Planning

What do you want your golden years to look like? How do we navigate the financial complexities to get there?

Tax Planning

We analyze your financial situation and seek opportunities to reduce tax liabilities and increase your overall wealth.

Portfolio Management

We work closely with you to create a tailored portfolio that aligns with your goals and risk tolerance.

Estate Planning

We work to ensure your wishes are respected and your loved ones are well taken care of.

See All Services

Our Process

01.

Income risk assessment

02.

Portfolio stress test

03.

Tax strategy review

04.

Legacy, charity & estate plan

05.

Complete review

35

Years of Experience

CRPC & Ed SLot Elite Advisor

Terrilyn

MPAS

Kim

More About Us

News

27 Jun, 2021
Integrity Financial regularly hosts complimentary informational seminars and insurance sales presentations for our clients and the greater community. These seminars focus on retirement income strategies and wealth management. Often they include guest speakers and special activities, as well as take-home materials. Retirement workshops cover various topics including: Coordination of retirement benefits Collecting Social Security while still working Drawing on retirement income in a tax advantaged way Creation of strategies to help protect income and investments Postponing Social Security income Reducing the risk of outliving your money Minimizing the downside of market exposure  We encourage you to come and learn about retirement planning strategies in these informational and no-sales seminars. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.
Share by: