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OUR STRATEGIC PARTNERS

Business guidance and support for the modern financial professional.

Our team of award winning financial professionals is comprised of entrepreneurial, success driven individuals seeking control of their careers and a platform to make a difference in the lives of others. We provide a model for individual SUCCESS, INDEPENDENCE with SUPPORT, and a SIMPLE selling experience designed to help you elevate your career to the next level… a career that thrives because of our RELATIONSHIP.

The Fuse Ignition System

Lead Generation System

CONNECT to prospects, CULTIVATE relationships and CLOSE business with our innovative, turnkey prospecting system.

Private Label Branding

Our powerful, in-house resources can help you create the brand you have always dreamed of. Let us help you turn your vision for your business into reality.

Technology Suite

Our innovative technology suite provides you with the newest resources and tools needed for success today and tomorrow.

Performance Mentoring

Through results-driven planning and even better execution, our financial professionals grow year-over-year. As part of our team you’ll have access to a leadership team of experts.

Grow & Protect Your Business.

We support our business clients with a team-based approach to financial services. We bring together technology, qualified advisors and a support team who cross the T’s and dot the I’s so our financial strategies are a match for your unique business situation.

  • Owner Benefits

  • Employee Benefits

  • Succession Planning

  • Buy-Sell Planning

  • Key Executive Planning

  • Retirement Planning

  • Tax Planning

  • Risk Management

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Our Process

Strategic Tools

Strategic Tools

Innovative Technology

Innovative Technology

Measurable Results

Measurable Results

Ready to start growing your practice?

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We've Moved! Our new address is 4200 East Skelly Drive Suite 550 Tulsa, Oklahoma 74135. We hope to see you soon!