Let's Get There. Together.
With a financial advisor on your team, you’ll have an experienced guide to help you plan a path to your future goals, and navigate you through all the challenges between here and there.
You don’t have to go it alone. We’re here to help.
Working for You
Our philosophy is built around three simple truths that ensure we always do our best for you.
Relationships begin with knowledge
Good financial advice comes from advisors who know you and understand what matters most to you.
Process — not products — leads to objective advice
Because we’re not tied to any one set of financial products, we’re free to suggest a mix of investments with YOUR goals in mind. Your investment objectives and risk tolerance drive our recommendations.
Proactive oversight and communication produce results
After we help put your plan into action, we continue to work with you. Together, we can help keep objectives in focus, even as your situation changes.
Here for You
As a dually registered broker/dealer and registered investment adviser, BOK Financial Advisors offers comprehensive investment services with convenient locations at our affiliated BOK Financial* bank branches. We employ experienced financial advisors that can help you identify your retirement goals and formulate a plan to reach them, no matter where you are on your journey.
Tell us about you. Where are you now? What are your goals? What is important to YOU? We don’t believe in cookie-cutter solutions, so we’ll take the time to get to know who you are and what you want.
We’ve listened. We’ve learned. Now we’ll get to work creating a plan that’s right for you. No pressure. No anxiety. After all, YOU are in the driver’s seat. But isn’t it great to have a map now?
Let's Stay on Course
Life happens. Things change. It’s ok. We’re always right here to help you adjust. Whether it’s a change in your goals, or a new path to achieve them, we’ll work together to keep you heading the right direction.
Articles and Resources
It's easy to see why many families become overwhelmed by college expenses. Providing funds for a grandchild's college education can be personally fulfilling, and it's also a tax-friendly opportunity to pass on wealth.
Health care costs in retirement are a major expense. The Employee Benefit Research Institute estimated that in 2019 a 65-year-old couple would need about $300,000 in savings to pay medical costs throughout their retirement.
On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face.