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How We Help You

Our goal is simple; to help our clients make informed insurance and financial decisions.


Insurance and employee benefit plans is a complicated and time-consuming topic.  With a constantly changing regulatory environment, new products constantly introduced and numerous planning strategies; we help our clients by providing:











Guidance & Advice
















We will make running your employee benefit plan as simple and hassle-free as possible allowing you to focus more on the things you enjoy doing the most.


Whether it is the enrollment of new hires, customized benefit guides for your employees, employee benefit compliance issues, or questions on how your individual disability policy works, we will assist you along the way.


Over the years we have learned what works and what doesn’t work in designing employee benefit plans and individual insurance programs.


We will provide you with the guidance and advice needed to allow you to make an informed decision related to your employee benefit plans and insurance product selection.

We use creative & innovative solutions to solve your employee benefit or individual insurance problems that will result in:

  • Better outcomes

  • Lower cost

  • A more flexible approach to your future.

If you decide to work with us, you will feel confident that 
  • The benefits plan selected will meet your unique needs  

  • You will know what compliance issues you need to be aware of and
    how best to protect your company 


  • You will have an advocate on your side to assist you along the way 

"You will get a coordinated, consolidated and simplified approach to your employee benefits plans."

Employee Benefits Plans

Whether you are a small employer looking to set up a new employee benefits plan from scratch or simply get a second opinion on your current benefits plans… we are here to help you.



Individual Insurance 

Our Individual Insurance team will assist you with your life, health, dental, disability, Medicare supplements, and long-term care insurance needs. 

Retirement Plans

Whether you are a small employer looking to set up a new retirement plan from scratch or get a second opinion on your existing plan we are here to help you. (a)

Whether you are a small employer setting up or replacing
an employee benefits plan or an individual needing assistance with your insurance program we employ the following proven process when working with you.
  • We Listen
    To understand your priorities, the problems you are trying to solve, and the "why" behind the issues you are having.


  • We Analyze
    We are problem solvers!  We follow a disciplined process of evaluating your unique situation to design a strategy to help you and your business achieve your desired outcome in a cost-effective and timely manner. 


  • We Present Solutions 
    Once we understand and analyze your situation, we will present you with several well thought out options designed to address your unique situation.  We will discuss the pros and cons of each option so that you may make an informed decision.  


  • We Implement 
    Once you decide to move forward, we will help implement the plans in a timely and professional manner.


  • We Assist and Monitor 
    We provided ongoing administrative guidance and support to help keep your plan running smoothly and reduce the amount of time you spend on your employee benefits plan.  


Once your plan is in place, we will continue to monitor the
benefits and insurance markets in order to provide you with updates, guidance and ongoing direction with the ever-changing financial and benefits regulatory environment in which this industry operates. 

Learn more by selecting a category below. 

"Take the next step in simplifying your employee benefit plans!"
"Schedule a No Obligation Get to Know Us Meeting to
help you determine if our services are right for you. 
Lets Meet!"

"Call Us Today... 405.720.0333 or Schedule an appointment by "Clicking Here 



(a) Retirement plan services are offered through Schreier Financial, LLC a registered investment adviser in the State of Oklahoma.  Retirement Plan Services are only provided in the State of Oklahoma.   Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

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