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2801 Arlington Street 
Ada, Oklahoma 74820 
(580) 332-6908 
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Premier Services

Premier Services for Your Life

Investment Management

Risk Analysis
Fee-Based Portfolio Management
Mutual Funds
Fixed Annuities
Single Premium Immediate Annuities
Variable Annuities
Income Oriented Strategies
Growth Oriented Strategies
Tax Managed Strategies

Retirement Planning

Retirement/Severance/Buyout Analysis
Pension Analysis
Individual 401k/403B Assistance
Traditional IRA’s/Roth IRAs
Income Distribution Planning
SEP/SIMPLE IRAs

Education Planning

529 College Savings Plans

Insurance

Life Insurance
Long-Term Care Insurance
Disability Insurance
Small Business Insurance

Estate Planning

Life Insurance Trust
Revocable Trust

Other Planning Assistance

Social Security Planning
Medicare Planning
Health Care In Retirement

Premier Value-Added Services

Monitor individually owned stock accounts
Actively manage your accounts
Develop cash flow strategies
Design and implement a financial plan
Assist in developing an investment policy
Provide Notary and Signature Guarantee services
Calculate annual Required Minimum Distributions

Construct financial statements
Coach debt reduction strategies
Provide ongoing financial education
Review presentations from financial salespeople
Consult with your employer regarding benefits
Assist with IRS and financial institution correspondence
Consult with your attorney, tax preparer and insurance agent

The Premier Difference

Second Opinions: making ourselves available to consider new ideas from any source they originate

Remove Hassles: taking the complexity and hassle out of administering your financial life

Counseling: sometimes you just need a sympathetic listener