Financial Planning Resources

Directions Website Contact the business

Financial Planning Resources Building stronger financial futures since 1981. At Financial Planning Resources, we’re dedicated to guiding our clients through every season of life.

Unfortunately, most Americans spend more time planning their vacation than they do planning for their financial security. It takes a lifetime to accumulate assets. And hope is not a strategy. We have a knowledgeable and experienced team of professionals that may help you develop a strategy that works. Our services include advice and help with your most critical needs. We have strategies designed to work in today's economy. Here are a few of the services we offer:

--Assessing the damage of stock market declines to your retirement plans.
--Developing a customized "Recovery Plan."
--Applying our Six Step Wealth Planning process to your specific situation, and...

Getting your "Financial House" in order. This entails:

--Understanding your dreams and goals and developing a retirement plan to work toward them
--Avoiding overpaying your income and estate taxes
--Managing the financial risks associated with illness, death, or a lawsuit
--Matching your risk-tolerance level to your investments. In other words, are you focusing on growth or protection?
--Implement an estate plan that addresses your financial independence needs, as well as your children's needs and generosity towards your church and charities.

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their ad...
10/16/2026

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their adult children what they will inherit, or whether they will inherit anything at all.

About 33 percent would prefer the kids are kept in the dark about the amount.

Their reasons should feel familiar:
✔️ Worry that a specific number will dampen a child's drive
✔️ Discomfort talking about money at all

The same study found:
Most adult children say they are ready to handle whatever they inherit and would rather shape things while their parents are still around to explain the "why" behind decisions.

Families who have inheritance strategies share some similar habits:
💬 Kids know who the financial professionals are and how to reach them
💬 Everyone knows where the estate documents are
💬 They try to manage any surprises well ahead of time

So, do you tell your children or not?

There's no single right answer here.

Sharing exact numbers isn't necessary, but most families find that a broad discussion can help with priorities and expectations.

Thank you to everyone who joined us yesterday for our Fall Open House at our Norman office! It was a wonderful way to ki...
10/14/2026

Thank you to everyone who joined us yesterday for our Fall Open House at our Norman office!

It was a wonderful way to kick off the season and spend time with our clients, friends, and members of the community. Special thanks to Zac, LaRenda, and the team for putting this together.

Happy fall from your friends at FPR!

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and nee...
10/14/2026

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and needed money immediately.

What she'd heard wasn't her daughter. It was an AI-generated clone of her voice.

In a 2025 study, scientists found that when people heard a cloned voice, they correctly identified the voice as AI-generated only about 60 percent of the time.

The FBI attributed more than $890 million in 2025 losses to AI-enabled fraud, and voice cloning is one of the main drivers behind that number.

It is not only older adults being targeted. Younger family members get these calls too, often framed as a sibling or friend in trouble. Older adults just tend to lose the most per incident.

Two ways to protect your family.

🔐 Agree on a private code word or question with the people a scammer is most likely to impersonate (kids, parents, spouse)

📞 If a call like this comes in and you have not set up a code word yet, hang up, then call the real person back

When in doubt, slow down and verify.

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related e...
10/13/2026

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related events competed for investors’ attention. The Standard & Poor’s 500 Index rose 1.15 percent, while the Nasdaq...

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury ...
10/05/2026

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose...

Cyber criminals pay extra attention to accounts tied to money.A 2026 FBI study found that over 12,400 of those victims l...
10/05/2026

Cyber criminals pay extra attention to accounts tied to money.

A 2026 FBI study found that over 12,400 of those victims lost more than $100,000 each, and the average reported loss across elder fraud victims that year was $38,500. Here are a few habits to fine-tune your digital security this month:

🔐 Turn on multi-factor authentication everywhere it's offered. Yes, it's annoying, but according to a 2026 CISA report, using it makes an account roughly 99 percent less likely to be broken into. It only takes a minute to set up.

🔐 Give every account its own password. Reusing one password means one leaked login unlocks everything else. A password manager handles this without requiring you to remember dozens of them.

🔐 When you go to the dentist, put a reminder on your calendar to also change your passwords. Changing passwords often makes your accounts just that much harder to reach.

🔐 Pause before clicking. Phishing remains the most commonly reported cybercrime in the country, more than any other category the FBI tracks.

🔐 Check statements regularly, and turn on account alerts. Catching something small and wrong early is a lot easier to unwind than catching something large and wrong months later.

🔐 Consider freezing your credit if you're not actively applying for new credit or loans. This takes 15 minutes, one time.

None of this requires becoming a security expert. Pick the one or two that you've been putting off, and do it this week.

What's one financial decision you've made that helped you feel more prepared for your future?For many of the people we w...
10/02/2026

What's one financial decision you've made that helped you feel more prepared for your future?

For many of the people we work with, it's not a single investment or product; it's taking the time to create an overall strategy.

🗓️ October is Financial Planning Month—which is all about how the pieces of your financial picture fit together to help pursue your financial goals.

It's about putting together a comprehensive approach that manages your investments and retirement, provides for your loved ones—all while staying flexible enough to adjust as things change.

💡 If you've been meaning to update your strategy or to create one for the first time, it's never too late to start.

Some financial decisions get a second chance. A handful don't.▪️ When you actually retire. In EBRI's 2026 Retirement Con...
10/01/2026

Some financial decisions get a second chance. A handful don't.

▪️ When you actually retire. In EBRI's 2026 Retirement Confidence Survey, 46 percent of retirees left the workforce earlier than they expected.

▪️ Stepping into a parent's finances. A 2026 Care.com report found sandwich-generation caregiving duties typically begin around age 34.

▪️ Receiving an inheritance. Ohio State research found nearly one in five people who inherited $100,000 or more had spent or lost the entire amount within two years.

▪️ Selling a business. For a typical owner, roughly 80 percent of their net worth is tied up in the business itself, per the Exit Planning Institute.

▪️ Writing (or updating) a will. Only 24 percent of Americans currently have a will, down from 33 percent in 2022, according to Caring.com.

None of these moments announce themselves on schedule. The families who handle them well are usually the ones who started talking years before circumstances forced their hand.

Will your future income keep pace with the life you are preparing for?In October, the Social Security Cost-of-Living Adj...
09/30/2026

Will your future income keep pace with the life you are preparing for?

In October, the Social Security Cost-of-Living Adjustment (COLA) for 2027 will be announced.

The annual adjustment is designed to help benefits keep up with inflation, but the same principle can be applied more broadly.

Your retirement income may need to be adjusted as your life, expenses, and priorities change.

Healthcare, insurance, travel, home maintenance, and support for family members can all affect the income you may need to generate.

Ask yourself:

- Has your expected retirement spending changed?
- Are certain future expenses rising faster than you thought?
- Does your income strategy account for inflation?
- Are you strategizing for the lifestyle that you budgeted for years ago?

A thoughtful retirement income strategy should evolve as your life and expenses change.

Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, decl...
09/28/2026

Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, declining bond yields, and ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.22...

Address

2250 E 73rd Street Ste 650
Tulsa, OK
74136

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Financial Planning Resources posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Planning Resources:

Shortcuts

Share

Category