Why Choose Us?
Planning For Your Future
Planning For Your Future
Planning For Your Future
Our goal is to provide you with independent, sound advice and strategies tailored to meet your specific goals. Have questions about investments, taxes, retirement, or estate planning? One of the credentialed professionals in our network would be glad to help.
A Comprehensive Approach
Planning For Your Future
Planning For Your Future
Our team is comprised of people with different kinds of finance experience, but we all have this in common: a commitment to ethics and integrity. We are all fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
Transparency
Planning For Your Future
Transparency
We believe in honesty over harmony. We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your individual goals and compare them to your current portfolio. We will make recommendations and prepare an investment strategy designed to meet you specific needs and risk tolerance.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A qualified financial advisor works with you to create a custom plan to allow you to prepare for things like your child's education, your retirement, or unexpected life changes.
We can help you navigate the many challenges of being a business owner. We will incorporate estate, financial and tax planning, as well as insurance needs, into your business model.
We recommend reviewing your plan with your financial professional at least annually, or before any major life transition.
Check the background of your financial professional on FINRA's Broker Check.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Scissortail Securities and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, NM, OK and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.
Copyright © 2023 Scissortail Securities - All Rights Reserved.
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